VWA
M icon

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

Visionary 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 		$430K Buy
23,750
+3,750
+19% +$75.9K 0.02% 433
2025
Q4 		$441K Hold
20,000
– – 0.02% 411
2025
Q3 		$359K Buy
+20,000
New +$283K 0.02% 455

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

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

Visionary Wealth Advisors increased its Macy's (M) stake by 19% in Q1 2026, buying an estimated $75.9K and bringing the position to 23,750 shares worth $430K. The position accounts for 0.02% of the portfolio, ranked #433.

Visionary Wealth Advisors first reported a position in M in Q3 2025 and has held it in 3 quarters since. The position peaked at $441K in Q4 2025. 476 funds tracked by Wall St. Rank hold M as of Q1 2026.

  • Visionary Wealth Advisors held 23,750 shares of Macy's worth $430K as of Q1 2026.
  • Visionary Wealth Advisors bought 3,750 Macy's shares in Q1 2026, an estimated $75.9K.
  • Macy's made up 0.02% of Visionary Wealth Advisors's portfolio in Q1 2026, its #433 holding.
  • Visionary Wealth Advisors first reported a position in Macy's in Q3 2025 and has held it in 3 quarters since.
  • Visionary Wealth Advisors's Macy's position peaked at $441K in Q4 2025.
  • 476 funds tracked by Wall St. Rank held Macy's as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.