SWP
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Stratos Wealth Partners’s Macy's M Stock Holding History

Stratos Wealth Partners’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 		$258K Buy
10,963
+363
+3% +$7.6K ﹤0.01% 1498
2026
Q1 		$192K Buy
10,600
+258
+2% +$5.22K ﹤0.01% 1540
2025
Q4 		$228K Sell
10,342
-38
-0.4% -$778 ﹤0.01% 1443
2025
Q3 		$186K Sell
10,380
-390
-4% -$5.52K ﹤0.01% 1488
2025
Q2 		$126K Buy
+10,770
New +$125K ﹤0.01% 1374
2019
Q1 		– Sell
-10,421
Closed -$310K – 949
2018
Q4 		$310K Buy
10,421
+157
+2% +$5.17K 0.02% 655
2018
Q3 		$356K Buy
+10,264
New +$382K 0.02% 650
2018
Q2 		– Sell
-4,128
Closed -$123K – 1903
2018
Q1 		$123K Sell
4,128
-4,119
-50% -$111K 0.01% 1088
2017
Q4 		$208K Buy
+8,247
New +$181K 0.01% 860
2015
Q4 		– Sell
-6,663
Closed -$342K – 617
2015
Q3 		$342K Buy
+6,663
New +$418K 0.04% 340
2015
Q2 		– Sell
-6,223
Closed -$409K – 583
2015
Q1 		$409K Sell
6,223
-268
-4% -$17.2K 0.05% 342
2014
Q4 		$427K Buy
+6,491
New +$393K 0.08% 274

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

Stratos Wealth Partners's M Position: Q2 2026 in Review

Stratos Wealth Partners increased its Macy's (M) stake by 3.4% in Q2 2026, buying an estimated $7.6K and bringing the position to 10,963 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1498.

Stratos Wealth Partners first reported a position in M in Q4 2014 and has held it in 12 quarters since. The position peaked at $427K in Q4 2014. 490 funds tracked by Wall St. Rank hold M as of Q2 2026.

  • Stratos Wealth Partners held 10,963 shares of Macy's worth $258K as of Q2 2026.
  • Stratos Wealth Partners bought 363 Macy's shares in Q2 2026, an estimated $7.6K.
  • Macy's made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1498 holding.
  • Stratos Wealth Partners first reported a position in Macy's in Q4 2014 and has held it in 12 quarters since.
  • Stratos Wealth Partners's Macy's position peaked at $427K in Q4 2014.
  • 490 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.