Position in M
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,931
+$448 QoQ
Shares Held
82
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#439
of 484 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in M Over Time
Shares Held
Position Value (USD)
Position in Department Stores
Consumer Cyclical · as of Jun 30, 2026Peterson Wealth Services holds $1,931 across 1 Department Stores name. M ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | M |
Macy's, Inc.
This page
|
82 | $1,931 |
All Filings in M
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,931 | 82 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,483 | 82 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,808 | 82 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,470 | 19,301 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $956 | 82 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,029 | 82 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,388 | 82 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,286 | 82 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||