WPC
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Wedmont Private Capital’s Macy's M Stock Holding History

Wedmont Private Capital’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
Q3 		$227K Buy
+9,947
New +$231K 0.01% 911
2026
Q1 		– Sell
-10,829
Closed -$243K – 865
2025
Q4 		$243K Buy
+10,829
New +$222K 0.01% 710
2025
Q1 		– Sell
-22,141
Closed -$351K – 742
2024
Q4 		$351K Buy
22,141
+3,254
+17% +$51.8K 0.02% 493
2024
Q3 		$290K Buy
18,887
+4,484
+31% +$72.8K 0.02% 518
2024
Q2 		$275K Buy
14,403
+833
+6% +$15.9K 0.02% 524
2024
Q1 		$267K Buy
13,570
+981
+8% +$19K 0.02% 480
2023
Q4 		$241K Buy
+12,589
New +$182K 0.02% 484

Other funds holding M

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wedmont Private Capital's M Position: Q3 2026 in Review

Wedmont Private Capital opened a new position in Macy's (M) in Q3 2026: 9,947 shares worth $227K. The stake represents 0.01% of the portfolio and ranks #911 among its holdings. This is a return to the name: Wedmont Private Capital previously reported a position in M as recently as Q4 2025.

Wedmont Private Capital first reported a position in M in Q4 2023 and has held it in 7 quarters since. The position peaked at $351K in Q4 2024. 16 funds tracked by Wall St. Rank hold M as of Q3 2026.

  • Wedmont Private Capital held 9,947 shares of Macy's worth $227K as of Q3 2026.
  • Macy's was a new Wedmont Private Capital position in Q3 2026.
  • Macy's made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #911 holding.
  • Wedmont Private Capital first reported a position in Macy's in Q4 2023 and has held it in 7 quarters since.
  • Wedmont Private Capital's Macy's position peaked at $351K in Q4 2024.
  • 16 funds tracked by Wall St. Rank held Macy's as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.