TWD
M icon

True Wealth Design’s Macy's M Stock Holding History

True Wealth Design’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 		$9.94K Buy
422
+124
+42% +$2.6K ﹤0.01% 1058
2026
Q1 		$5.39K Sell
298
-276
-48% -$5.59K ﹤0.01% 1183
2025
Q4 		$12.7K Buy
574
+377
+191% +$7.72K ﹤0.01% 774
2025
Q3 		$3.53K Buy
197
+95
+93% +$1.34K ﹤0.01% 1220
2025
Q2 		$1.19K Sell
102
-2,266
-96% -$26.3K ﹤0.01% 1403
2025
Q1 		$29.7K Buy
2,368
+2,334
+6,865% +$33.9K 0.01% 278
2024
Q4 		$576 Buy
+34
New +$542 ﹤0.01% 1065

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

True Wealth Design's M Position: Q2 2026 in Review

True Wealth Design increased its Macy's (M) stake by 42% in Q2 2026, buying an estimated $2.6K and bringing the position to 422 shares worth $9.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

True Wealth Design first reported a position in M in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.7K in Q1 2025. 489 funds tracked by Wall St. Rank hold M as of Q2 2026.

  • True Wealth Design held 422 shares of Macy's worth $9.94K as of Q2 2026.
  • True Wealth Design bought 124 Macy's shares in Q2 2026, an estimated $2.6K.
  • Macy's made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1058 holding.
  • True Wealth Design first reported a position in Macy's in Q4 2024 and has held it in 7 quarters since.
  • True Wealth Design's Macy's position peaked at $29.7K in Q1 2025.
  • 489 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.