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 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 New York $5.72T AUM 30.48% 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 $2.4B AUM 29.54% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Stratos Wealth Partners's M Position: Q1 2026 in Review

Stratos Wealth Partners increased its Macy's (M) stake by 2.5% in Q1 2026, buying an estimated $5.22K and bringing the position to 10,600 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

Stratos Wealth Partners first reported a position in M in Q4 2014 and has held it in 11 quarters since. The position peaked at $427K in Q4 2014. 476 funds tracked by Wall St. Rank hold M as of Q1 2026.

Stratos Wealth Partners held 10,600 shares of Macy's worth $192K as of Q1 2026.
Stratos Wealth Partners bought 258 Macy's shares in Q1 2026, an estimated $5.22K.
Macy's made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1540 holding.
Stratos Wealth Partners first reported a position in Macy's in Q4 2014 and has held it in 11 quarters since.
Stratos Wealth Partners's Macy's position peaked at $427K in Q4 2014.
476 funds tracked by Wall St. Rank held Macy's as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.