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Pinnacle Wealth Planning Services’s Macy's M Stock Holding History

Pinnacle Wealth Planning 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 		$24.1K Buy
1,022
+23
+2% +$482 ﹤0.01% 1698
2026
Q1 		$18.1K Sell
999
-375
-27% -$7.59K ﹤0.01% 1746
2025
Q4 		$30.3K Buy
+1,374
New +$28.1K ﹤0.01% 1514
2021
Q1 		– Sell
-1,398
Closed -$15K – 1268
2020
Q4 		$15K Buy
+1,398
New +$12K ﹤0.01% 1266

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

Pinnacle Wealth Planning Services's M Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Macy's (M) stake by 2.3% in Q2 2026, buying an estimated $482 and bringing the position to 1,022 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1698.

Pinnacle Wealth Planning Services first reported a position in M in Q4 2020 and has held it in 4 quarters since. The position peaked at $30.3K in Q4 2025. 489 funds tracked by Wall St. Rank hold M as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,022 shares of Macy's worth $24.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 23 Macy's shares in Q2 2026, an estimated $482.
  • Macy's made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1698 holding.
  • Pinnacle Wealth Planning Services first reported a position in Macy's in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Macy's position peaked at $30.3K in Q4 2025.
  • 489 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.