NewEdge Advisors’s Macy's M Stock Holding History

NewEdge Advisors’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
2025 Q2	–	Sell	-8	Closed	-$100	–	4088
2025 Q1	$100	Hold	8	–	–	﹤0.01%	3828
2024 Q4	$135	Buy	+8	New	+$127	﹤0.01%	3765
2024 Q1	–	Sell	-419	Closed	-$8.44K	–	3912
2023 Q4	$8.44K	Buy	419 +5	+1%	+$72	﹤0.01%	2931
2023 Q3	$4.8K	Buy	414 +5	+1%	+$70	﹤0.01%	2828
2023 Q2	$6.57K	Buy	409 +3	+0.7%	+$48	﹤0.01%	2726
2023 Q1	$7.1K	Sell	406 -156	-28%	-$3.3K	﹤0.01%	2672
2022 Q4	$3.29K	Buy	+562	New	+$11.5K	﹤0.01%	2718
2019 Q1	–	Sell	-11,431	Closed	-$340	–	699
2018 Q4	$340	Buy	+11,431	New	+$376K	0.02%	458

Other funds holding M

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

NewEdge Advisors's M Position: Q2 2025 in Review

NewEdge Advisors sold out of Macy's (M) in Q2 2025, closing a stake of 8 shares — an estimated $100 sold.

NewEdge Advisors first reported a position in M in Q4 2018 and held it in 8 quarters. The position peaked at $8.44K in Q4 2023. 411 funds tracked by Wall St. Rank hold M as of Q2 2025.

NewEdge Advisors reported no remaining Macy's position as of Q2 2025 after selling out during the quarter.
NewEdge Advisors sold 8 Macy's shares in Q2 2025, an estimated $100.
NewEdge Advisors first reported a position in Macy's in Q4 2018 and held it in 8 quarters.
NewEdge Advisors's Macy's position peaked at $8.44K in Q4 2023.
411 funds tracked by Wall St. Rank held Macy's as of Q2 2025.

Based on NewEdge Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.