Peterson Wealth Services’s Macy's M Stock Holding History

Peterson Wealth Services’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	$1.48K	Hold	82	–	–	﹤0.01%	204
2025 Q4	$1.81K	Sell	82 -19,219	-100%	-$393K	﹤0.01%	205
2025 Q3	$1.47K	Buy	19,301 +19,219	+23,438%	+$272K	﹤0.01%	206
2025 Q2	$956	Hold	82	–	–	﹤0.01%	210
2025 Q1	$1.03K	Hold	82	–	–	﹤0.01%	198
2024 Q4	$1.39K	Hold	82	–	–	﹤0.01%	208
2024 Q3	$1.29K	Buy	+82	New	+$1.33K	﹤0.01%	209

Other funds holding M

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Peterson Wealth Services's M Position: Q1 2026 in Review

Peterson Wealth Services held its Macy's (M) position steady in Q1 2026 at 82 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #204.

Peterson Wealth Services first reported a position in M in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.81K in Q4 2025. 476 funds tracked by Wall St. Rank hold M as of Q1 2026.

Peterson Wealth Services held 82 shares of Macy's worth $1.48K as of Q1 2026.
Peterson Wealth Services left its Macy's share count unchanged in Q1 2026.
Macy's made up ﹤0.01% of Peterson Wealth Services's portfolio in Q1 2026, its #204 holding.
Peterson Wealth Services first reported a position in Macy's in Q3 2024 and has held it in 7 quarters since.
Peterson Wealth Services's Macy's position peaked at $1.81K in Q4 2025.
476 funds tracked by Wall St. Rank held Macy's as of Q1 2026.

Based on Peterson Wealth Services's 13F filing for Q1 2026, filed 30 Apr 2026.