VWA
M icon

Valued Wealth Advisors’s Macy's M Stock Holding History

Valued Wealth Advisors’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 		$17.2K Buy
723
+705
+3,917% +$14.8K 0.01% 223
2026
Q1 		$326 Hold
18
– – ﹤0.01% 692
2025
Q4 		$394 Buy
18
+1
+6% +$20 ﹤0.01% 562
2025
Q3 		$317 Hold
17
– – ﹤0.01% 555
2025
Q2 		$205 Sell
17
-31
-65% -$359 ﹤0.01% 576
2025
Q1 		$606 Hold
48
– – ﹤0.01% 535
2024
Q4 		$816 Buy
48
+16
+50% +$255 ﹤0.01% 500
2024
Q3 		$503 Hold
32
– – ﹤0.01% 530
2024
Q2 		$615 Hold
32
– – ﹤0.01% 483
2024
Q1 		$640 Buy
32
+31
+3,100% +$599 ﹤0.01% 478
2023
Q4 		$12 Buy
+1
New +$14 ﹤0.01% 534

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 $3.38T AUM 44.17% 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

Valued Wealth Advisors's M Position: Q2 2026 in Review

Valued Wealth Advisors increased its Macy's (M) stake by 3,917% in Q2 2026, buying an estimated $14.8K and bringing the position to 723 shares worth $17.2K. The position accounts for 0.01% of the portfolio, ranked #223.

Valued Wealth Advisors first reported a position in M in Q4 2023 and has held it in 11 quarters since. 490 funds tracked by Wall St. Rank hold M as of Q2 2026.

  • Valued Wealth Advisors held 723 shares of Macy's worth $17.2K as of Q2 2026.
  • Valued Wealth Advisors bought 705 Macy's shares in Q2 2026, an estimated $14.8K.
  • Macy's made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #223 holding.
  • Valued Wealth Advisors first reported a position in Macy's in Q4 2023 and has held it in 11 quarters since.
  • 490 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.