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Shelton Capital Management’s Macy's M Stock Holding History

Shelton Capital 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 		$203K Buy
+8,608
New +$180K ﹤0.01% 712
2026
Q1 		– Sell
-9,189
Closed -$203K – 766
2025
Q4 		$203K Buy
+9,189
New +$188K ﹤0.01% 672
2025
Q3 		– Sell
-10,261
Closed -$120K – 750
2025
Q2 		$120K Hold
10,261
– – ﹤0.01% 695
2025
Q1 		$129K Sell
10,261
-617
-6% -$8.95K ﹤0.01% 686
2024
Q4 		$184K Hold
10,878
– – ﹤0.01% 704
2024
Q3 		$171K Sell
10,878
-660
-6% -$10.7K ﹤0.01% 725
2024
Q2 		$222K Hold
11,538
– – 0.01% 641
2024
Q1 		$231K Hold
11,538
– – 0.01% 654
2023
Q4 		$232K Sell
11,538
-1,786
-13% -$25.8K 0.01% 616
2023
Q3 		$155K Hold
13,324
– – 0.01% 680
2023
Q2 		$214K Sell
13,324
-488
-4% -$7.8K 0.01% 672
2023
Q1 		$242K Hold
13,812
– – 0.01% 588
2022
Q4 		$285K Sell
13,812
-1,170
-8% -$24K 0.03% 463
2022
Q3 		$235K Sell
14,982
-1,506
-9% -$26.7K 0.01% 557
2022
Q2 		$302K Hold
16,488
– – 0.01% 469
2022
Q1 		$402K Sell
16,488
-3,594
-18% -$92.1K 0.01% 429
2021
Q4 		$526K Hold
20,082
– – 0.02% 362
2021
Q3 		$454K Hold
20,082
– – 0.02% 387
2021
Q2 		$381K Sell
20,082
-400
-2% -$7.1K 0.01% 466
2021
Q1 		$332K Sell
20,482
-378
-2% -$5.77K 0.01% 517
2020
Q4 		$235K Sell
20,860
-1,273
-6% -$10.9K 0.01% 607
2020
Q3 		$126K Hold
22,133
– – 0.01% 729
2020
Q2 		$152K Buy
+22,133
New +$136K 0.01% 624
2015
Q2 		– Sell
-6,161
Closed -$400K – 795
2015
Q1 		$400K Hold
6,161
– – 0.04% 467
2014
Q4 		$405K Buy
6,161
+1,200
+24% +$72.6K 0.05% 452
2014
Q3 		$289K Buy
4,961
+1,000
+25% +$59.3K 0.04% 557
2014
Q2 		$230K Hold
3,961
– – 0.03% 692
2014
Q1 		$235K Sell
3,961
-1,500
-27% -$83.4K 0.03% 648
2013
Q4 		$292K Buy
+5,461
New +$265K 0.04% 524

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

Shelton Capital Management's M Position: Q2 2026 in Review

Shelton Capital Management opened a new position in Macy's (M) in Q2 2026: 8,608 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #712 among its holdings. This is a return to the name: Shelton Capital Management previously reported a position in M as recently as Q4 2025.

Shelton Capital Management first reported a position in M in Q4 2013 and has held it in 29 quarters since. The position peaked at $526K in Q4 2021. 490 funds tracked by Wall St. Rank hold M as of Q2 2026.

  • Shelton Capital Management held 8,608 shares of Macy's worth $203K as of Q2 2026.
  • Macy's was a new Shelton Capital Management position in Q2 2026.
  • Macy's made up ﹤0.01% of Shelton Capital Management's portfolio in Q2 2026, its #712 holding.
  • Shelton Capital Management first reported a position in Macy's in Q4 2013 and has held it in 29 quarters since.
  • Shelton Capital Management's Macy's position peaked at $526K in Q4 2021.
  • 490 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.