SHP Wealth Management’s Macy's M Stock Holding History

SHP Wealth 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 Q1	–	Sell	-525	Closed	-$11.6K	–	1875
2025 Q4	$11.6K	Buy	+525	New	+$10.7K	﹤0.01%	800

Other funds holding M

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SHP Wealth Management's M Position: Q1 2026 in Review

SHP Wealth Management sold out of Macy's (M) in Q1 2026, closing a stake of 525 shares — an estimated $11.6K sold.

SHP Wealth Management first reported a position in M in Q4 2025 and held it in 1 quarter. The position peaked at $11.6K in Q4 2025. 478 funds tracked by Wall St. Rank hold M as of Q1 2026.

SHP Wealth Management reported no remaining Macy's position as of Q1 2026 after selling out during the quarter.
SHP Wealth Management sold 525 Macy's shares in Q1 2026, an estimated $11.6K.
SHP Wealth Management first reported a position in Macy's in Q4 2025 and held it in 1 quarter.
SHP Wealth Management's Macy's position peaked at $11.6K in Q4 2025.
478 funds tracked by Wall St. Rank held Macy's as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.