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Beese Fulmer Investment Management’s Dollar General DG Stock Holding History

Beese Fulmer Investment 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 		$309K Sell
2,686
-125
-4% -$14.2K 0.02% 296
2026
Q1 		$334K Buy
2,811
+962
+52% +$137K 0.02% 287
2025
Q4 		$245K Buy
+1,849
New +$206K 0.02% 337

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

Beese Fulmer Investment Management's DG Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its Dollar General (DG) stake by 4.4% in Q2 2026, selling an estimated $14.2K and leaving 2,686 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #296.

Beese Fulmer Investment Management first reported a position in DG in Q4 2025 and has held it in 3 quarters since. The position peaked at $334K in Q1 2026. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Beese Fulmer Investment Management held 2,686 shares of Dollar General worth $309K as of Q2 2026.
  • Beese Fulmer Investment Management sold 125 Dollar General shares in Q2 2026, an estimated $14.2K.
  • Dollar General made up 0.02% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #296 holding.
  • Beese Fulmer Investment Management first reported a position in Dollar General in Q4 2025 and has held it in 3 quarters since.
  • Beese Fulmer Investment Management's Dollar General position peaked at $334K in Q1 2026.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.