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CSM Advisors’s Dollar General DG Stock Holding History

CSM Advisors’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 		$15.7M Sell
132,500
-20,154
-13% -$2.87M 0.39% 68
2025
Q4 		$20.3M Buy
152,654
+16,106
+12% +$1.8M 0.55% 56
2025
Q3 		$14.1M Buy
+136,548
New +$15M 0.39% 71

Other funds holding DG

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

CSM Advisors's DG Position: Q1 2026 in Review

CSM Advisors reduced its Dollar General (DG) stake by 13% in Q1 2026, selling an estimated $2.87M and leaving 132,500 shares worth $15.7M. The position accounts for 0.39% of the portfolio, ranked #68.

CSM Advisors first reported a position in DG in Q3 2025 and has held it in 3 quarters since. The position peaked at $20.3M in Q4 2025. 1,148 funds tracked by Wall St. Rank hold DG as of Q1 2026.

  • CSM Advisors held 132,500 shares of Dollar General worth $15.7M as of Q1 2026.
  • CSM Advisors sold 20,154 Dollar General shares in Q1 2026, an estimated $2.87M.
  • Dollar General made up 0.39% of CSM Advisors's portfolio in Q1 2026, its #68 holding.
  • CSM Advisors first reported a position in Dollar General in Q3 2025 and has held it in 3 quarters since.
  • CSM Advisors's Dollar General position peaked at $20.3M in Q4 2025.
  • 1,148 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.