Position in M
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,508,051
+$595,161 QoQ
Shares Held
106,499
+0.7% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#137
of 484 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in M Over Time
Shares Held
Position Value (USD)
Position in Department Stores
Consumer Cyclical · as of Jun 30, 2026HB Wealth Management, LLC holds $2,508,051 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
|
106,499 | $2,508,051 |
All Filings in M
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,508,051 | 106,499 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,912,890 | 105,743 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,346,296 | 106,408 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,872,214 | 104,418 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,201,434 | 103,039 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,301,705 | 103,639 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,753,677 | 103,584 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $197,207 | 12,569 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $229,478 | 11,952 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $269,525 | 13,483 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $238,864 | 11,872 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||