SummerHaven Investment Management’s Macy's M Stock Holding History

SummerHaven Investment 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	$1.43M	Hold	60,576	–	–	0.76%	18
2026 Q1	$1.1M	Sell	60,576 -5,925	-9%	-$120K	0.67%	36
2025 Q4	$1.47M	Hold	66,501	–	–	0.83%	7
2025 Q3	$1.19M	Buy	+66,501	New	+$942K	0.69%	8
2024 Q3	–	Sell	-44,321	Closed	-$851K	–	246
2024 Q2	$851K	Buy	44,321 +761	+2%	+$14.5K	0.56%	72
2024 Q1	$871K	Buy	43,560 +514	+1%	+$9.93K	0.55%	83
2023 Q4	$866K	Buy	43,046 +554	+1%	+$8.02K	0.56%	65
2023 Q3	$493K	Buy	42,492 +2,890	+7%	+$40.5K	0.36%	186
2023 Q2	$636K	Sell	39,602 -7,080	-15%	-$113K	0.4%	126
2023 Q1	$816K	Buy	46,682 +909	+2%	+$19.2K	0.48%	106
2022 Q4	$945K	Buy	45,773 +506	+1%	+$10.4K	0.56%	50
2022 Q3	$709K	Buy	+45,267	New	+$802K	0.49%	104
2021 Q3	–	Sell	-62,128	Closed	-$1.18M	–	261
2021 Q2	$1.18M	Buy	62,128 +1,556	+3%	+$27.6K	0.67%	30
2021 Q1	$981K	Hold	60,572	–	–	0.6%	45
2020 Q4	$681K	Buy	+60,572	New	+$518K	0.53%	62

Other funds holding M

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

SummerHaven Investment Management's M Position: Q2 2026 in Review

SummerHaven Investment Management held its Macy's (M) position steady in Q2 2026 at 60,576 shares worth $1.43M. The position accounts for 0.76% of the portfolio, ranked #18.

SummerHaven Investment Management first reported a position in M in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.47M in Q4 2025. 489 funds tracked by Wall St. Rank hold M as of Q2 2026.

SummerHaven Investment Management held 60,576 shares of Macy's worth $1.43M as of Q2 2026.
SummerHaven Investment Management left its Macy's share count unchanged in Q2 2026.
Macy's made up 0.76% of SummerHaven Investment Management's portfolio in Q2 2026, its #18 holding.
SummerHaven Investment Management first reported a position in Macy's in Q4 2020 and has held it in 15 quarters since.
SummerHaven Investment Management's Macy's position peaked at $1.47M in Q4 2025.
489 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on SummerHaven Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.