BWM
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BCS Wealth Management’s Dollar General DG Stock Holding History

BCS 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
Q1 		– Sell
-1,588
Closed -$211K – 273
2025
Q4 		$211K Buy
+1,588
New +$177K 0.02% 343
2023
Q1 		– Sell
-1,351
Closed -$333K – 170
2022
Q4 		$333K Hold
1,351
– – 0.14% 138
2022
Q3 		$324K Sell
1,351
-45
-3% -$11.1K 0.15% 136
2022
Q2 		$343K Sell
1,396
-28
-2% -$6.54K 0.15% 124
2022
Q1 		$317K Sell
1,424
-27
-2% -$5.74K 0.13% 141
2021
Q4 		$342K Buy
1,451
+63
+5% +$13.9K 0.12% 144
2021
Q3 		$295K Hold
1,388
– – 0.13% 136
2021
Q2 		$300K Buy
+1,388
New +$292K 0.16% 117
2020
Q3 		– Sell
-1,210
Closed -$230K – 129
2020
Q2 		$230K Buy
+1,210
New +$219K 0.14% 110

Other funds holding DG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return