SWM
M icon

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

Spire 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
Q2 		$6.92K Buy
294
+235
+398% +$4.92K ﹤0.01% 1748
2026
Q1 		$1.07K Sell
59
-188
-76% -$3.81K ﹤0.01% 2144
2025
Q4 		$5.45K Buy
+247
New +$5.06K ﹤0.01% 1896
2023
Q4 		– Sell
-201
Closed -$2.33K – 2429
2023
Q3 		$2.33K Hold
201
– – ﹤0.01% 2104
2023
Q2 		$3.23K Sell
201
-300
-60% -$4.8K ﹤0.01% 2107
2023
Q1 		$8.76K Hold
501
– – ﹤0.01% 1897
2022
Q4 		$10K Buy
501
+201
+67% +$4.12K ﹤0.01% 1611
2022
Q3 		$5K Sell
300
-2,217
-88% -$39.3K ﹤0.01% 1748
2022
Q2 		$46K Sell
2,517
-748
-23% -$16.9K ﹤0.01% 1324
2022
Q1 		$80K Sell
3,265
-1,300
-28% -$33.3K ﹤0.01% 1254
2021
Q4 		$120K Buy
4,565
+4,500
+6,923% +$123K ﹤0.01% 1320
2021
Q3 		$1K Sell
65
-1,100
-94% -$22K ﹤0.01% 2535
2021
Q2 		$22K Sell
1,165
-1,050
-47% -$18.6K ﹤0.01% 1833
2021
Q1 		$36K Buy
+2,215
New +$33.8K ﹤0.01% 1888

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

Spire Wealth Management's M Position: Q2 2026 in Review

Spire Wealth Management increased its Macy's (M) stake by 398% in Q2 2026, buying an estimated $4.92K and bringing the position to 294 shares worth $6.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

Spire Wealth Management first reported a position in M in Q1 2021 and has held it in 14 quarters since. The position peaked at $120K in Q4 2021. 490 funds tracked by Wall St. Rank hold M as of Q2 2026.

  • Spire Wealth Management held 294 shares of Macy's worth $6.92K as of Q2 2026.
  • Spire Wealth Management bought 235 Macy's shares in Q2 2026, an estimated $4.92K.
  • Macy's made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1748 holding.
  • Spire Wealth Management first reported a position in Macy's in Q1 2021 and has held it in 14 quarters since.
  • Spire Wealth Management's Macy's position peaked at $120K in Q4 2021.
  • 490 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.