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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
Q2 		$1.93K Hold
82
– – ﹤0.01% 228
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Peterson Wealth Services's M Position: Q2 2026 in Review

Peterson Wealth Services held its Macy's (M) position steady in Q2 2026 at 82 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #228.

Peterson Wealth Services first reported a position in M in Q3 2024 and has held it in 8 quarters since. 490 funds tracked by Wall St. Rank hold M as of Q2 2026.

  • Peterson Wealth Services held 82 shares of Macy's worth $1.93K as of Q2 2026.
  • Peterson Wealth Services left its Macy's share count unchanged in Q2 2026.
  • Macy's made up ﹤0.01% of Peterson Wealth Services's portfolio in Q2 2026, its #228 holding.
  • Peterson Wealth Services first reported a position in Macy's in Q3 2024 and has held it in 8 quarters since.
  • 490 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.