SummitTX Capital’s Macy's M Stock Holding History

SummitTX Capital’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
2025 Q4	–	Sell	-40,544	Closed	-$727K	–	868
2025 Q3	$727K	Sell	40,544 -85,913	-68%	-$1.22M	0.03%	449
2025 Q2	$1.47M	Buy	+126,457	New	+$1.47M	0.06%	300

Other funds holding M

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

SummitTX Capital's M Position: Q4 2025 in Review

SummitTX Capital sold out of Macy's (M) in Q4 2025, closing a stake of 40,544 shares — an estimated $727K sold.

SummitTX Capital first reported a position in M in Q2 2025 and held it in 2 quarters. The position peaked at $1.47M in Q2 2025. 499 funds tracked by Wall St. Rank hold M as of Q4 2025.

SummitTX Capital reported no remaining Macy's position as of Q4 2025 after selling out during the quarter.
SummitTX Capital sold 40,544 Macy's shares in Q4 2025, an estimated $727K.
SummitTX Capital first reported a position in Macy's in Q2 2025 and held it in 2 quarters.
SummitTX Capital's Macy's position peaked at $1.47M in Q2 2025.
499 funds tracked by Wall St. Rank held Macy's as of Q4 2025.

Based on SummitTX Capital's 13F filing for Q4 2025, filed 17 Feb 2026.