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Wright Investors Service’s Macy's M Stock Holding History

Wright Investors Service’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 		$390K Sell
21,559
-1,174
-5% -$23.8K 0.12% 135
2025
Q4 		$501K Buy
+22,733
New +$465K 0.15% 115
2019
Q1 		– Sell
-8,276
Closed -$246K – 158
2018
Q4 		$246K Buy
8,276
+162
+2% +$5.33K 0.11% 129
2018
Q3 		$281K Buy
+8,114
New +$302K 0.1% 133
2016
Q2 		– Sell
-8,130
Closed -$358K – 226
2016
Q1 		$358K Buy
8,130
+898
+12% +$37.1K 0.14% 178
2015
Q4 		$253K Buy
7,232
+258
+4% +$11.2K 0.09% 227
2015
Q3 		$358K Sell
6,974
-3,018
-30% -$189K 0.16% 168
2015
Q2 		$674K Sell
9,992
-582
-6% -$39.3K 0.32% 98
2015
Q1 		$686K Buy
10,574
+790
+8% +$50.8K 0.33% 102
2014
Q4 		$643K Buy
9,784
+2,893
+42% +$175K 0.32% 108
2014
Q3 		$401K Buy
6,891
+1,391
+25% +$82.5K 0.2% 145
2014
Q2 		$319K Sell
5,500
-1,081
-16% -$62.7K 0.14% 172
2014
Q1 		$390K Buy
6,581
+781
+13% +$43.4K 0.18% 163
2013
Q4 		$310K Sell
5,800
-38
-0.7% -$1.84K 0.14% 176
2013
Q3 		$253K Sell
5,838
-1
-0% -$47 0.11% 198
2013
Q2 		$280K Buy
+5,839
New +$271K 0.13% 186

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 $2.64B AUM 33.18% 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

Wright Investors Service's M Position: Q1 2026 in Review

Wright Investors Service reduced its Macy's (M) stake by 5.2% in Q1 2026, selling an estimated $23.8K and leaving 21,559 shares worth $390K. The position accounts for 0.12% of the portfolio, ranked #135.

Wright Investors Service first reported a position in M in Q2 2013 and has held it in 16 quarters since. The position peaked at $686K in Q1 2015. 477 funds tracked by Wall St. Rank hold M as of Q1 2026.

  • Wright Investors Service held 21,559 shares of Macy's worth $390K as of Q1 2026.
  • Wright Investors Service sold 1,174 Macy's shares in Q1 2026, an estimated $23.8K.
  • Macy's made up 0.12% of Wright Investors Service's portfolio in Q1 2026, its #135 holding.
  • Wright Investors Service first reported a position in Macy's in Q2 2013 and has held it in 16 quarters since.
  • Wright Investors Service's Macy's position peaked at $686K in Q1 2015.
  • 477 funds tracked by Wall St. Rank held Macy's as of Q1 2026.

Based on Wright Investors Service's 13F filing for Q1 2026, filed 29 Apr 2026.