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Sagewood Asset Management’s Macy's M Stock Holding History

Sagewood Asset Management’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 		$961K Buy
40,827
+9,273
+29% +$194K 0.22% 84
2026
Q1 		$571K Buy
31,554
+1,951
+7% +$39.5K 0.18% 110
2025
Q4 		$653K Buy
+29,603
New +$606K 0.23% 78

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

Sagewood Asset Management's M Position: Q2 2026 in Review

Sagewood Asset Management increased its Macy's (M) stake by 29% in Q2 2026, buying an estimated $194K and bringing the position to 40,827 shares worth $961K. The position accounts for 0.22% of the portfolio, ranked #84.

Sagewood Asset Management first reported a position in M in Q4 2025 and has held it in 3 quarters since. 489 funds tracked by Wall St. Rank hold M as of Q2 2026.

  • Sagewood Asset Management held 40,827 shares of Macy's worth $961K as of Q2 2026.
  • Sagewood Asset Management bought 9,273 Macy's shares in Q2 2026, an estimated $194K.
  • Macy's made up 0.22% of Sagewood Asset Management's portfolio in Q2 2026, its #84 holding.
  • Sagewood Asset Management first reported a position in Macy's in Q4 2025 and has held it in 3 quarters since.
  • 489 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.