Axxcess Wealth Management
DG icon

Axxcess Wealth Management’s Dollar General DG Stock Holding History

Axxcess Wealth Management’s Portfolio DG Stock Details DG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.96M Sell
49,874
-414
-0.8% -$51.1K 0.24% 97
2026
Q2 		$5.79M Buy
+50,288
New +$5.72M 0.09% 199
2024
Q1 		– Sell
-3,396
Closed -$462K – 882
2023
Q4 		$462K Buy
3,396
+494
+17% +$59.9K 0.01% 537
2023
Q3 		$307K Buy
+2,902
New +$433K 0.01% 594
2022
Q4 		– Sell
-1,058
Closed -$254K – 625
2022
Q3 		$254K Buy
+1,058
New +$261K 0.02% 442

Other funds holding DG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Axxcess Wealth Management's DG Position: Q3 2026 in Review

Axxcess Wealth Management reduced its Dollar General (DG) stake by 0.82% in Q3 2026, selling an estimated $51.1K and leaving 49,874 shares worth $5.96M. The position accounts for 0.24% of the portfolio, ranked #97.

Axxcess Wealth Management first reported a position in DG in Q3 2022 and has held it in 5 quarters since. 996 funds tracked by Wall St. Rank hold DG as of Q3 2026.

  • Axxcess Wealth Management held 49,874 shares of Dollar General worth $5.96M as of Q3 2026.
  • Axxcess Wealth Management sold 414 Dollar General shares in Q3 2026, an estimated $51.1K.
  • Dollar General made up 0.24% of Axxcess Wealth Management's portfolio in Q3 2026, its #97 holding.
  • Axxcess Wealth Management first reported a position in Dollar General in Q3 2022 and has held it in 5 quarters since.
  • 996 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.