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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Axxcess Wealth Management's DG Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Dollar General (DG) in Q2 2026: 50,288 shares worth $5.79M. The stake represents 0.09% of the portfolio and ranks #199 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in DG as recently as Q4 2023.

Axxcess Wealth Management first reported a position in DG in Q3 2022 and has held it in 4 quarters since. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Axxcess Wealth Management held 50,288 shares of Dollar General worth $5.79M as of Q2 2026.
  • Dollar General was a new Axxcess Wealth Management position in Q2 2026.
  • Dollar General made up 0.09% of Axxcess Wealth Management's portfolio in Q2 2026, its #199 holding.
  • Axxcess Wealth Management first reported a position in Dollar General in Q3 2022 and has held it in 4 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.