AIMZ Investment Advisors’s Dollar Tree DLTR Stock Holding History

AIMZ Investment Advisors’s Portfolio DLTR Stock Details DLTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$736K	Hold	6,720	–	–	0.23%	82
2025 Q4	$827K	Sell	6,720 -100	-1%	-$10.7K	0.24%	79
2025 Q3	$644K	Sell	6,820 -25	-0.4%	-$2.67K	0.2%	83
2025 Q2	$678K	Sell	6,845 -25	-0.4%	-$2.16K	0.23%	80
2025 Q1	$516K	Hold	6,870	–	–	0.18%	85
2024 Q4	$515K	Hold	6,870	–	–	0.18%	87
2024 Q3	$483K	Hold	6,870	–	–	0.16%	85
2024 Q2	$734K	Sell	6,870 -50	-0.7%	-$5.9K	0.26%	72
2024 Q1	$921K	Sell	6,920 -1,173	-14%	-$161K	0.34%	67
2023 Q4	$1.15M	Hold	8,093	–	–	0.47%	62
2023 Q3	$862K	Hold	8,093	–	–	0.38%	63
2023 Q2	$1.16M	Hold	8,093	–	–	0.5%	61
2023 Q1	$1.16M	Hold	8,093	–	–	0.52%	60
2022 Q4	$1.15M	Hold	8,093	–	–	0.54%	58
2022 Q3	$1.1M	Sell	8,093 -100	-1%	-$15.6K	0.56%	56
2022 Q2	$1.28M	Sell	8,193 -125	-2%	-$19.8K	0.61%	53
2022 Q1	$1.33M	Hold	8,318	–	–	0.55%	60
2021 Q4	$1.17M	Hold	8,318	–	–	0.46%	68
2021 Q3	$796K	Hold	8,318	–	–	0.36%	70
2021 Q2	$828K	Sell	8,318 -25	-0.3%	-$2.72K	0.37%	68
2021 Q1	$955K	Sell	8,343 -165	-2%	-$17.7K	0.47%	62
2020 Q4	$919K	Hold	8,508	–	–	0.48%	57
2020 Q3	$777K	Hold	8,508	–	–	0.47%	55
2020 Q2	$789K	Hold	8,508	–	–	0.51%	53
2020 Q1	$625K	Hold	8,508	–	–	0.49%	56
2019 Q4	$800K	Sell	8,508 -1,150	-12%	-$121K	0.52%	56
2019 Q3	$1.1M	Sell	9,658 -500	-5%	-$52.3K	0.76%	48
2019 Q2	$1.09M	Sell	10,158 -200	-2%	-$21K	0.75%	53
2019 Q1	$1.09M	Sell	10,358 -800	-7%	-$78.5K	0.75%	51
2018 Q4	$1.01M	Hold	11,158	–	–	0.78%	49
2018 Q3	$910K	Buy	11,158 +85	+0.8%	+$7.46K	0.59%	54
2018 Q2	$941K	Sell	11,073 -600	-5%	-$55.3K	0.67%	53
2018 Q1	$1.11M	Hold	11,673	–	–	0.8%	51
2017 Q4	$1.25M	Sell	11,673 -100	-0.8%	-$9.77K	0.94%	45
2017 Q3	$1.02M	Hold	11,773	–	–	0.84%	48
2017 Q2	$823K	Hold	11,773	–	–	0.69%	53
2017 Q1	$924K	Hold	11,773	–	–	0.78%	47
2016 Q4	$909K	Sell	11,773 -400	-3%	-$32.2K	0.81%	46
2016 Q3	$961K	Sell	12,173 -150	-1%	-$13.5K	0.86%	42
2016 Q2	$1.16M	Sell	12,323 -12,150	-50%	-$1.03M	1.07%	40
2016 Q1	$2M	Buy	24,473 +12,150	+99%	+$958K	0.88%	45
2015 Q4	$952K	Hold	12,323	–	–	0.87%	44
2015 Q3	$821K	Buy	12,323 +173	+1%	+$13K	0.75%	50
2015 Q2	$960K	Hold	12,150	–	–	0.83%	48
2015 Q1	$986K	Hold	12,150	–	–	0.84%	44
2014 Q4	$855K	Buy	+12,150	New	+$766K	0.76%	47

Other funds holding DLTR

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

MRL

Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AIMZ Investment Advisors's DLTR Position: Q1 2026 in Review

AIMZ Investment Advisors held its Dollar Tree (DLTR) position steady in Q1 2026 at 6,720 shares worth $736K. The position accounts for 0.23% of the portfolio, ranked #82.

AIMZ Investment Advisors first reported a position in DLTR in Q4 2014 and has held it in 46 quarters since. The position peaked at $2M in Q1 2016. 852 funds tracked by Wall St. Rank hold DLTR as of Q1 2026.

AIMZ Investment Advisors held 6,720 shares of Dollar Tree worth $736K as of Q1 2026.
AIMZ Investment Advisors left its Dollar Tree share count unchanged in Q1 2026.
Dollar Tree made up 0.23% of AIMZ Investment Advisors's portfolio in Q1 2026, its #82 holding.
AIMZ Investment Advisors first reported a position in Dollar Tree in Q4 2014 and has held it in 46 quarters since.
AIMZ Investment Advisors's Dollar Tree position peaked at $2M in Q1 2016.
852 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2026.

Based on AIMZ Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.