Matthew Hamilton Rosenberg’s Macy's M Stock Holding History

Matthew Hamilton Rosenberg’s Portfolio M Stock Details M Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.38K	Hold	271	–	–	﹤0.01%	674
2026 Q1	$4.9K	Hold	271	–	–	﹤0.01%	683
2025 Q4	$5.98K	Hold	271	–	–	﹤0.01%	678
2025 Q3	$4.86K	Hold	271	–	–	﹤0.01%	696
2025 Q2	$3.16K	Hold	271	–	–	﹤0.01%	757
2025 Q1	$3.4K	Hold	271	–	–	﹤0.01%	732
2024 Q4	$4.59K	Hold	271	–	–	﹤0.01%	700
2024 Q3	$4.25K	Buy	+271	New	+$4.4K	﹤0.01%	704
2024 Q2	–	Sell	-271	Closed	-$5.29K	–	845
2024 Q1	$5.29K	Hold	271	–	–	﹤0.01%	690
2023 Q4	$5.45K	Buy	+271	New	+$3.92K	﹤0.01%	690
2023 Q3	–	Sell	-120	Closed	-$1.93K	–	953
2023 Q2	$1.93K	Hold	120	–	–	﹤0.01%	756
2023 Q1	$2.1K	Buy	120 +1	+0.8%	+$21	﹤0.01%	788
2022 Q4	$2.46K	Buy	119 +1	+0.8%	+$20	﹤0.01%	772
2022 Q3	$2K	Buy	+118	New	+$2.09K	﹤0.01%	775

Other funds holding M

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Matthew Hamilton Rosenberg's M Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Macy's (M) position steady in Q2 2026 at 271 shares worth $6.38K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

Matthew Hamilton Rosenberg first reported a position in M in Q3 2022 and has held it in 14 quarters since. 47 funds tracked by Wall St. Rank hold M as of Q2 2026.

Matthew Hamilton Rosenberg held 271 shares of Macy's worth $6.38K as of Q2 2026.
Matthew Hamilton Rosenberg left its Macy's share count unchanged in Q2 2026.
Macy's made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #674 holding.
Matthew Hamilton Rosenberg first reported a position in Macy's in Q3 2022 and has held it in 14 quarters since.
47 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.