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Sequoia Financial Advisors’s Macy's M Stock Holding History

Sequoia Financial Advisors’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 		$911K Buy
38,689
+6,310
+19% +$132K ﹤0.01% 996
2026
Q1 		$586K Buy
32,379
+5,171
+19% +$105K ﹤0.01% 1181
2025
Q4 		$600K Buy
27,208
+10,835
+66% +$222K ﹤0.01% 1185
2025
Q3 		$294K Buy
+16,373
New +$232K ﹤0.01% 1408
2023
Q2 		– Sell
-16,187
Closed -$283K – 986
2023
Q1 		$283K Buy
16,187
+31
+0.2% +$656 0.01% 650
2022
Q4 		$334K Buy
+16,156
New +$331K 0.01% 553
2022
Q2 		– Sell
-16,838
Closed -$410K – 645
2022
Q1 		$410K Sell
16,838
-99
-0.6% -$2.54K 0.01% 404
2021
Q4 		$443K Buy
16,937
+1,287
+8% +$35.1K 0.01% 351
2021
Q3 		$354K Sell
15,650
-669
-4% -$13.4K 0.04% 185
2021
Q2 		$309K Buy
16,319
+80
+0.5% +$1.42K 0.01% 370
2021
Q1 		$263K Buy
16,239
+350
+2% +$5.34K 0.01% 373
2020
Q4 		$179K Buy
+15,889
New +$136K 0.01% 399

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

Sequoia Financial Advisors's M Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Macy's (M) stake by 19% in Q2 2026, buying an estimated $132K and bringing the position to 38,689 shares worth $911K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Sequoia Financial Advisors first reported a position in M in Q4 2020 and has held it in 12 quarters since. 489 funds tracked by Wall St. Rank hold M as of Q2 2026.

  • Sequoia Financial Advisors held 38,689 shares of Macy's worth $911K as of Q2 2026.
  • Sequoia Financial Advisors bought 6,310 Macy's shares in Q2 2026, an estimated $132K.
  • Macy's made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #996 holding.
  • Sequoia Financial Advisors first reported a position in Macy's in Q4 2020 and has held it in 12 quarters since.
  • 489 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.