Yousif Capital Management’s Macy's M Stock Holding History

Yousif Capital Management’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	$2.02M	Sell	85,803 -8,559	-9%	-$179K	0.02%	682
2026 Q1	$1.71M	Sell	94,362 -5,842	-6%	-$118K	0.02%	752
2025 Q4	$2.13M	Sell	100,204 -5,433	-5%	-$111K	0.02%	671
2025 Q3	$1.89M	Sell	105,637 -8,168	-7%	-$116K	0.02%	754
2025 Q2	$1.33M	Buy	113,805 +1,557	+1%	+$18K	0.01%	971
2025 Q1	$1.41M	Sell	112,248 -377	-0.3%	-$5.47K	0.02%	911
2024 Q4	$1.91M	Sell	112,625 -1,261	-1%	-$20.1K	0.02%	781
2024 Q3	$1.79M	Sell	113,886 -13,321	-10%	-$216K	0.02%	840
2024 Q2	$2.44M	Sell	127,207 -10,397	-8%	-$199K	0.03%	655
2024 Q1	$2.75M	Sell	137,604 -2,531	-2%	-$48.9K	0.03%	632
2023 Q4	$2.82M	Buy	140,135 +841	+0.6%	+$12.2K	0.03%	600
2023 Q3	$1.62M	Sell	139,294 -7,160	-5%	-$100K	0.02%	873
2023 Q2	$2.35M	Sell	146,454 -5,160	-3%	-$82.5K	0.03%	674
2023 Q1	$2.65M	Sell	151,614 -3,180	-2%	-$67.3K	0.03%	606
2022 Q4	$3.2M	Buy	154,794 +553	+0.4%	+$11.3K	0.04%	486
2022 Q3	$2.42M	Sell	154,241 -26,477	-15%	-$469K	0.03%	614
2022 Q2	$3.31M	Sell	180,718 -6,535	-3%	-$148K	0.04%	479
2022 Q1	$4.56M	Sell	187,253 -1,733	-0.9%	-$44.4K	0.05%	400
2021 Q4	$4.95M	Buy	+188,986	New	+$5.15M	0.05%	392

Other funds holding M

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Yousif Capital Management's M Position: Q2 2026 in Review

Yousif Capital Management reduced its Macy's (M) stake by 9.1% in Q2 2026, selling an estimated $179K and leaving 85,803 shares worth $2.02M. The position accounts for 0.02% of the portfolio, ranked #682.

Yousif Capital Management first reported a position in M in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.95M in Q4 2021. 47 funds tracked by Wall St. Rank hold M as of Q2 2026.

Yousif Capital Management held 85,803 shares of Macy's worth $2.02M as of Q2 2026.
Yousif Capital Management sold 8,559 Macy's shares in Q2 2026, an estimated $179K.
Macy's made up 0.02% of Yousif Capital Management's portfolio in Q2 2026, its #682 holding.
Yousif Capital Management first reported a position in Macy's in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's Macy's position peaked at $4.95M in Q4 2021.
47 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.