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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
Q2 		$559K Hold
23,750
– – 0.02% 405
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 $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

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

Visionary Wealth Advisors held its Macy's (M) position steady in Q2 2026 at 23,750 shares worth $559K. The position accounts for 0.02% of the portfolio, ranked #405.

Visionary Wealth Advisors first reported a position in M in Q3 2025 and has held it in 4 quarters since. 490 funds tracked by Wall St. Rank hold M as of Q2 2026.

  • Visionary Wealth Advisors held 23,750 shares of Macy's worth $559K as of Q2 2026.
  • Visionary Wealth Advisors left its Macy's share count unchanged in Q2 2026.
  • Macy's made up 0.02% of Visionary Wealth Advisors's portfolio in Q2 2026, its #405 holding.
  • Visionary Wealth Advisors first reported a position in Macy's in Q3 2025 and has held it in 4 quarters since.
  • 490 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.