Whipplewood Advisors’s Macy's M Stock Holding History

Whipplewood 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
2025 Q3	–	Sell	-12	Closed	-$140	–	810
2025 Q2	$140	Buy	+12	New	+$139	﹤0.01%	1187

Other funds holding M

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Whipplewood Advisors's M Position: Q3 2025 in Review

Whipplewood Advisors sold out of Macy's (M) in Q3 2025, closing a stake of 12 shares — an estimated $140 sold.

Whipplewood Advisors first reported a position in M in Q2 2025 and held it in 1 quarter. The position peaked at $140 in Q2 2025. 436 funds tracked by Wall St. Rank hold M as of Q3 2025.

Whipplewood Advisors reported no remaining Macy's position as of Q3 2025 after selling out during the quarter.
Whipplewood Advisors sold 12 Macy's shares in Q3 2025, an estimated $140.
Whipplewood Advisors first reported a position in Macy's in Q2 2025 and held it in 1 quarter.
Whipplewood Advisors's Macy's position peaked at $140 in Q2 2025.
436 funds tracked by Wall St. Rank held Macy's as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.