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Cornerstone Wealth Management’s Dollar General DG Stock Holding History

Cornerstone 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 		$460K Buy
3,996
+1,211
+43% +$138K 0.02% 514
2026
Q1 		$331K Sell
2,785
-48
-2% -$6.84K 0.02% 547
2025
Q4 		$376K Sell
2,833
-564
-17% -$62.9K 0.02% 493
2025
Q3 		$351K Sell
3,397
-1,743
-34% -$191K 0.02% 494
2025
Q2 		$588K Sell
5,140
-1,152
-18% -$114K 0.04% 360
2025
Q1 		$553K Buy
6,292
+1,278
+25% +$96.8K 0.04% 344
2024
Q4 		$380K Buy
5,014
+827
+20% +$65.2K 0.03% 414
2024
Q3 		$354K Buy
4,187
+2,146
+105% +$235K 0.02% 421
2024
Q2 		$270K Sell
2,041
-217
-10% -$30.3K 0.02% 455
2024
Q1 		$352K Buy
2,258
+329
+17% +$46.8K 0.03% 401
2023
Q4 		$262K Buy
+1,929
New +$234K 0.02% 439
2023
Q3 		– Sell
-1,616
Closed -$274K – 526
2023
Q2 		$274K Buy
1,616
+376
+30% +$74.3K 0.02% 420
2023
Q1 		$261K Buy
+1,240
New +$278K 0.03% 397
2022
Q3 		$271K Buy
1,130
+4
+0.4% +$987 0.03% 366
2022
Q2 		$276K Buy
1,126
+15
+1% +$3.5K 0.03% 366
2022
Q1 		$247K Sell
1,111
-46
-4% -$9.77K 0.02% 412
2021
Q4 		$272K Sell
1,157
-153
-12% -$33.8K 0.03% 413
2021
Q3 		$278K Buy
1,310
+69
+6% +$15.6K 0.03% 364
2021
Q2 		$268K Sell
1,241
-16
-1% -$3.36K 0.03% 377
2021
Q1 		$255K Sell
1,257
-112
-8% -$22.2K 0.03% 381
2020
Q4 		$288K Buy
1,369
+265
+24% +$56.6K 0.04% 335
2020
Q3 		$231K Buy
+1,104
New +$217K 0.03% 349
2019
Q2 		– Sell
-730
Closed -$252K – 395
2019
Q1 		$252K Buy
+730
New +$84.9K 0.03% 431

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

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

Cornerstone Wealth Management increased its Dollar General (DG) stake by 43% in Q2 2026, buying an estimated $138K and bringing the position to 3,996 shares worth $460K. The position accounts for 0.02% of the portfolio, ranked #514.

Cornerstone Wealth Management first reported a position in DG in Q1 2019 and has held it in 23 quarters since. The position peaked at $588K in Q2 2025. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Cornerstone Wealth Management held 3,996 shares of Dollar General worth $460K as of Q2 2026.
  • Cornerstone Wealth Management bought 1,211 Dollar General shares in Q2 2026, an estimated $138K.
  • Dollar General made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #514 holding.
  • Cornerstone Wealth Management first reported a position in Dollar General in Q1 2019 and has held it in 23 quarters since.
  • Cornerstone Wealth Management's Dollar General position peaked at $588K in Q2 2025.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.