Private Wealth Management Group’s Macy's M Stock Holding History

Private Wealth Management 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 Q2	$3.06K	Hold	130	–	–	﹤0.01%	1025
2026 Q1	$2.35K	Hold	130	–	–	﹤0.01%	1034
2025 Q4	$2.87K	Hold	130	–	–	﹤0.01%	962
2025 Q3	$2.33K	Hold	130	–	–	﹤0.01%	1061
2025 Q2	$1.52K	Sell	130 -407	-76%	-$4.72K	﹤0.01%	1163
2025 Q1	$6.75K	Hold	537	–	–	﹤0.01%	609
2024 Q4	$9.09K	Hold	537	–	–	﹤0.01%	509
2024 Q3	$8.43K	Hold	537	–	–	﹤0.01%	508
2024 Q2	$10.3K	Hold	537	–	–	﹤0.01%	436
2024 Q1	$10.7K	Sell	537 -52	-9%	-$1K	﹤0.01%	393
2023 Q4	$11.9K	Buy	+589	New	+$8.52K	0.01%	375

Other funds holding M

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Private Wealth Management Group's M Position: Q2 2026 in Review

Private Wealth Management Group held its Macy's (M) position steady in Q2 2026 at 130 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Private Wealth Management Group first reported a position in M in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.9K in Q4 2023. 489 funds tracked by Wall St. Rank hold M as of Q2 2026.

Private Wealth Management Group held 130 shares of Macy's worth $3.06K as of Q2 2026.
Private Wealth Management Group left its Macy's share count unchanged in Q2 2026.
Macy's made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1025 holding.
Private Wealth Management Group first reported a position in Macy's in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Macy's position peaked at $11.9K in Q4 2023.
489 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.