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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RAM
RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valued Wealth Advisors's M Position: Q1 2026 in Review

Valued Wealth Advisors held its Macy's (M) position steady in Q1 2026 at 18 shares worth $326. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Valued Wealth Advisors first reported a position in M in Q4 2023 and has held it in 10 quarters since. The position peaked at $816 in Q4 2024. 476 funds tracked by Wall St. Rank hold M as of Q1 2026.

  • Valued Wealth Advisors held 18 shares of Macy's worth $326 as of Q1 2026.
  • Valued Wealth Advisors left its Macy's share count unchanged in Q1 2026.
  • Macy's made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q1 2026, its #692 holding.
  • Valued Wealth Advisors first reported a position in Macy's in Q4 2023 and has held it in 10 quarters since.
  • Valued Wealth Advisors's Macy's position peaked at $816 in Q4 2024.
  • 476 funds tracked by Wall St. Rank held Macy's as of Q1 2026.

Based on Valued Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.