MFG
M icon

Merit Financial Group’s Macy's M Stock Holding History

Merit Financial Group’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
Q1 		– Sell
-10,841
Closed -$239K – 2167
2025
Q4 		$239K Buy
+10,841
New +$222K ﹤0.01% 1706
2025
Q2 		– Sell
-17,611
Closed -$221K – 1727
2025
Q1 		$221K Buy
+17,611
New +$256K ﹤0.01% 1246

Other funds holding M

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RAM
RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Merit Financial Group's M Position: Q1 2026 in Review

Merit Financial Group sold out of Macy's (M) in Q1 2026, closing a stake of 10,841 shares — an estimated $239K sold.

Merit Financial Group first reported a position in M in Q1 2025 and held it in 2 quarters. The position peaked at $239K in Q4 2025. 476 funds tracked by Wall St. Rank hold M as of Q1 2026.

  • Merit Financial Group reported no remaining Macy's position as of Q1 2026 after selling out during the quarter.
  • Merit Financial Group sold 10,841 Macy's shares in Q1 2026, an estimated $239K.
  • Merit Financial Group first reported a position in Macy's in Q1 2025 and held it in 2 quarters.
  • Merit Financial Group's Macy's position peaked at $239K in Q4 2025.
  • 476 funds tracked by Wall St. Rank held Macy's as of Q1 2026.

Based on Merit Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.