PAG
M icon

Private Advisory Group’s Macy's M Stock Holding History

Private Advisory 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
-63,327
Closed -$1.4M – 312
2025
Q4 		$1.4M Buy
+63,327
New +$1.3M 0.11% 105
2018
Q3 		– Sell
-19,045
Closed -$713K – 136
2018
Q2 		$713K Buy
+19,045
New +$638K 0.36% 83

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
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Private Advisory Group's M Position: Q1 2026 in Review

Private Advisory Group sold out of Macy's (M) in Q1 2026, closing a stake of 63,327 shares — an estimated $1.4M sold.

Private Advisory Group first reported a position in M in Q2 2018 and held it in 2 quarters. The position peaked at $1.4M in Q4 2025. 479 funds tracked by Wall St. Rank hold M as of Q1 2026.

  • Private Advisory Group reported no remaining Macy's position as of Q1 2026 after selling out during the quarter.
  • Private Advisory Group sold 63,327 Macy's shares in Q1 2026, an estimated $1.4M.
  • Private Advisory Group first reported a position in Macy's in Q2 2018 and held it in 2 quarters.
  • Private Advisory Group's Macy's position peaked at $1.4M in Q4 2025.
  • 479 funds tracked by Wall St. Rank held Macy's as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.