CIBC Private Wealth Group
DLTR icon

CIBC Private Wealth Group’s Dollar Tree DLTR Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$891K Buy
7,247
+14
+0.2% +$1.5K ﹤0.01% 727
2025
Q3 		$683K Sell
7,233
-1,023
-12% -$109K ﹤0.01% 779
2025
Q2 		$818K Sell
8,256
-189
-2% -$16.3K ﹤0.01% 708
2025
Q1 		$589K Sell
8,445
-511
-6% -$36.5K ﹤0.01% 761
2024
Q4 		$645K Sell
8,956
-1,045
-10% -$71.7K ﹤0.01% 802
2024
Q3 		$703K Sell
10,001
-67
-0.7% -$6.11K ﹤0.01% 774
2024
Q2 		$1.07M Sell
10,068
-4,599
-31% -$543K ﹤0.01% 653
2024
Q1 		$1.99M Sell
14,667
-2,197
-13% -$302K ﹤0.01% 546
2023
Q4 		$2.4M Sell
16,864
-1,316
-7% -$156K 0.01% 489
2023
Q3 		$1.94M Sell
18,180
-628
-3% -$84.1K ﹤0.01% 499
2023
Q2 		$2.7M Sell
18,808
-227
-1% -$33.4K 0.01% 457
2023
Q1 		$2.73M Buy
19,035
+1,664
+10% +$241K 0.01% 471
2022
Q4 		$1.87M Sell
17,371
-869
-5% -$129K 0.01% 437
2022
Q3 		$2.48M Buy
18,240
+82
+0.5% +$12.8K 0.01% 453
2022
Q2 		$2.83M Sell
18,158
-104
-0.6% -$16.5K 0.01% 438
2022
Q1 		$2.92M Sell
18,262
-588
-3% -$83.2K 0.01% 462
2021
Q4 		$2.65M Buy
18,850
+2,577
+16% +$313K 0.01% 484
2021
Q3 		$1.56M Sell
16,273
-225,818
-93% -$21.7M ﹤0.01% 543
2021
Q2 		$24.1M Sell
242,091
-5,067
-2% -$551K 0.06% 231
2021
Q1 		$28.3M Sell
247,158
-10,107
-4% -$1.09M 0.07% 200
2020
Q4 		$27.8M Sell
257,265
-4,748
-2% -$477K 0.07% 188
2020
Q3 		$23.9M Buy
262,013
+1,011
+0.4% +$95.1K 0.07% 182
2020
Q2 		$24.2M Sell
261,002
-12,215
-4% -$1.02M 0.12% 130
2020
Q1 		$20.1M Buy
273,217
+701
+0.3% +$59.7K 0.09% 168
2019
Q4 		$25.6M Buy
272,516
+205
+0.1% +$21.5K 0.08% 174
2019
Q3 		$31.1M Buy
272,311
+3,211
+1% +$336K 0.11% 160
2019
Q2 		$28.9M Buy
269,100
+295
+0.1% +$31K 0.1% 175
2019
Q1 		$28.2M Sell
268,805
-128
-0% -$12.6K 0.11% 168
2018
Q4 		$24.3M Sell
268,933
-268
-0.1% -$22.6K 0.11% 172
2018
Q3 		$22M Sell
269,201
-571
-0.2% -$50.1K 0.08% 201
2018
Q2 		$22.9M Buy
269,772
+5,030
+2% +$464K 0.09% 195
2018
Q1 		$25.1M Sell
264,742
-280
-0.1% -$29.4K 0.11% 179
2017
Q4 		$28.4M Sell
265,022
-6,034
-2% -$590K 0.12% 173
2017
Q3 		$23.5M Buy
271,056
+8,356
+3% +$638K 0.11% 174
2017
Q2 		$18.4M Buy
262,700
+8,288
+3% +$640K 0.12% 142
2017
Q1 		$20M Sell
254,412
-13,459
-5% -$1.03M 0.13% 132
2016
Q4 		$20.7M Buy
267,871
+8,267
+3% +$665K 0.14% 130
2016
Q3 		$20.5M Buy
259,604
+2,465
+1% +$222K 0.14% 133
2016
Q2 		$24.2M Buy
257,139
+66
+0% +$5.58K 0.18% 115
2016
Q1 		$21.2M Buy
257,073
+4,422
+2% +$349K 0.16% 120
2015
Q4 		$19.5M Buy
252,651
+3,164
+1% +$221K 0.15% 135
2015
Q3 		$16.6M Buy
249,487
+2,332
+0.9% +$175K 0.14% 135
2015
Q2 		$19.5M Buy
247,155
+6,073
+3% +$480K 0.14% 128
2015
Q1 		$19.6M Buy
241,082
+14,672
+6% +$1.11M 0.14% 134
2014
Q4 		$15.9M Buy
226,410
+2,296
+1% +$145K 0.12% 140
2014
Q3 		$12.6M Buy
224,114
+435
+0.2% +$24K 0.1% 165
2014
Q2 		$12.2M Sell
223,679
-13,699
-6% -$720K 0.1% 167
2014
Q1 		$12.5M Buy
+237,378
New +$12.6M 0.11% 156

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIBC Private Wealth Group's DLTR Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Dollar Tree (DLTR) stake by 0.19% in Q4 2025, buying an estimated $1.5K and bringing the position to 7,247 shares worth $891K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

CIBC Private Wealth Group first reported a position in DLTR in Q1 2014 and has held it in 48 quarters since. The position peaked at $31.1M in Q3 2019. 833 funds tracked by Wall St. Rank hold DLTR as of Q4 2025.

  • CIBC Private Wealth Group held 7,247 shares of Dollar Tree worth $891K as of Q4 2025.
  • CIBC Private Wealth Group bought 14 Dollar Tree shares in Q4 2025, an estimated $1.5K.
  • Dollar Tree made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #727 holding.
  • CIBC Private Wealth Group first reported a position in Dollar Tree in Q1 2014 and has held it in 48 quarters since.
  • CIBC Private Wealth Group's Dollar Tree position peaked at $31.1M in Q3 2019.
  • 833 funds tracked by Wall St. Rank held Dollar Tree as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.