SS
M icon

Sunbelt Securities’s Macy's M Stock Holding History

Sunbelt Securities’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 		$633 Hold
35
– – ﹤0.01% 2220
2025
Q4 		$772 Hold
35
– – ﹤0.01% 2133
2025
Q3 		$628 Sell
35
-217
-86% -$3.07K ﹤0.01% 2160
2025
Q2 		$4.27K Buy
252
+217
+620% +$2.52K ﹤0.01% 1481
2025
Q1 		$440 Sell
35
-217
-86% -$3.15K ﹤0.01% 1705
2024
Q4 		$4.23K Hold
252
– – ﹤0.01% 1483
2024
Q3 		$3.95K Sell
252
-219
-46% -$3.56K ﹤0.01% 1491
2024
Q2 		$9.04K Hold
471
– – ﹤0.01% 1279
2024
Q1 		$9.41K Hold
471
– – ﹤0.01% 1251
2023
Q4 		$9.48K Hold
471
– – ﹤0.01% 1185
2023
Q3 		$5.47K Sell
471
-464
-50% -$6.5K ﹤0.01% 1291
2023
Q2 		$15K Buy
935
+4
+0.4% +$64 ﹤0.01% 1085
2023
Q1 		$15.8K Buy
+931
New +$19.7K ﹤0.01% 1009
2020
Q2 		– Sell
-12,470
Closed -$61K – 342
2020
Q1 		$61K Sell
12,470
-7,197
-37% -$97.6K ﹤0.01% 360
2019
Q4 		$334K Sell
19,667
-16,846
-46% -$264K 0.04% 420
2019
Q3 		$567K Buy
36,513
+5,812
+19% +$108K 0.06% 273
2019
Q2 		$659K Buy
30,701
+330
+1% +$7.5K 0.29% 104
2019
Q1 		$730K Sell
30,371
-2,192
-7% -$55.4K 0.37% 80
2018
Q4 		$970K Hold
32,563
– – 0.57% 54
2018
Q3 		$1.13M Buy
32,563
+7,725
+31% +$287K 0.61% 47
2018
Q2 		$930K Buy
+24,838
New +$833K 0.56% 53
2016
Q4 		– Sell
-13,760
Closed -$510K – 104
2016
Q3 		$510K Buy
13,760
+159
+1% +$5.76K 0.62% 36
2016
Q2 		$457K Buy
13,601
+7,581
+126% +$271K 0.6% 40
2016
Q1 		$265K Buy
6,020
+20
+0.3% +$827 0.39% 67
2015
Q4 		$210K Buy
+6,000
New +$260K 0.3% 80

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
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sunbelt Securities's M Position: Q1 2026 in Review

Sunbelt Securities held its Macy's (M) position steady in Q1 2026 at 35 shares worth $633. The position accounts for ﹤0.01% of the portfolio, ranked #2220.

Sunbelt Securities first reported a position in M in Q4 2015 and has held it in 25 quarters since. The position peaked at $1.13M in Q3 2018. 479 funds tracked by Wall St. Rank hold M as of Q1 2026.

  • Sunbelt Securities held 35 shares of Macy's worth $633 as of Q1 2026.
  • Sunbelt Securities left its Macy's share count unchanged in Q1 2026.
  • Macy's made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2220 holding.
  • Sunbelt Securities first reported a position in Macy's in Q4 2015 and has held it in 25 quarters since.
  • Sunbelt Securities's Macy's position peaked at $1.13M in Q3 2018.
  • 479 funds tracked by Wall St. Rank held Macy's as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.