Evermay Wealth Management’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $134K | Hold |
1,105
| – | – | 0.01% | 239 |
|
|
2026
Q1 | $121K | Hold |
1,105
| – | – | 0.01% | 236 |
|
|
2025
Q4 | $136K | Hold |
1,105
| – | – | 0.02% | 235 |
|
|
2025
Q3 | $104K | Hold |
1,105
| – | – | 0.01% | 261 |
|
|
2025
Q2 | $109K | Sell |
1,105
-40
| -3% | -$3.45K | 0.01% | 258 |
|
|
2025
Q1 | $86K | Sell |
1,145
-275
| -19% | -$19.7K | 0.01% | 275 |
|
|
2024
Q4 | $106K | Sell |
1,420
-180
| -11% | -$12.4K | 0.02% | 254 |
|
|
2024
Q3 | $113K | Sell |
1,600
-90
| -5% | -$8.21K | 0.02% | 256 |
|
|
2024
Q2 | $180K | Sell |
1,690
-60
| -3% | -$7.08K | 0.03% | 204 |
|
|
2024
Q1 | $233K | Sell |
1,750
-3
| -0.2% | -$413 | 0.04% | 183 |
|
|
2023
Q4 | $249K | Sell |
1,753
-47
| -3% | -$5.57K | 0.05% | 162 |
|
|
2023
Q3 | $192K | Buy |
1,800
+60
| +3% | +$8.04K | 0.04% | 170 |
|
|
2023
Q2 | $250K | Hold |
1,740
| – | – | 0.05% | 153 |
|
|
2023
Q1 | $250K | Hold |
1,740
| – | – | 0.05% | 150 |
|
|
2022
Q4 | $246K | Hold |
1,740
| – | – | 0.05% | 147 |
|
|
2022
Q3 | $237K | Sell |
1,740
-10
| -0.6% | -$1.56K | 0.05% | 150 |
|
|
2022
Q2 | $273K | Sell |
1,750
-25
| -1% | -$3.96K | 0.05% | 138 |
|
|
2022
Q1 | $284K | Sell |
1,775
-100
| -5% | -$14.1K | 0.05% | 158 |
|
|
2021
Q4 | $263K | Sell |
1,875
-100
| -5% | -$12.1K | 0.05% | 149 |
|
|
2021
Q3 | $189K | Sell |
1,975
-1,150
| -37% | -$111K | 0.04% | 164 |
|
|
2021
Q2 | $311K | Sell |
3,125
-80
| -2% | -$8.7K | 0.06% | 139 |
|
|
2021
Q1 | $367K | Hold |
3,205
| – | – | 0.07% | 121 |
|
|
2020
Q4 | $346K | Hold |
3,205
| – | – | 0.08% | 123 |
|
|
2020
Q3 | $293K | Hold |
3,205
| – | – | 0.07% | 122 |
|
|
2020
Q2 | $297K | Hold |
3,205
| – | – | 0.08% | 115 |
|
|
2020
Q1 | $235K | Sell |
3,205
-670
| -17% | -$57K | 0.07% | 121 |
|
|
2019
Q4 | $364K | Hold |
3,875
| – | – | 0.09% | 106 |
|
|
2019
Q3 | $442K | Sell |
3,875
-395
| -9% | -$41.3K | 0.12% | 88 |
|
|
2019
Q2 | $459K | Sell |
4,270
-920
| -18% | -$96.8K | 0.13% | 81 |
|
|
2019
Q1 | $545K | Sell |
5,190
-795
| -13% | -$78K | 0.15% | 66 |
|
|
2018
Q4 | $541K | Sell |
5,985
-300
| -5% | -$25.3K | 0.18% | 59 |
|
|
2018
Q3 | $513K | Sell |
6,285
-1,520
| -19% | -$133K | 0.16% | 66 |
|
|
2018
Q2 | $663K | Sell |
7,805
-290
| -4% | -$26.7K | 0.22% | 53 |
|
|
2018
Q1 | $768K | Buy |
8,095
+3,805
| +89% | +$399K | 0.26% | 49 |
|
|
2017
Q4 | $460K | Buy |
+4,290
| New | +$419K | 0.17% | 68 |
|
Other funds holding DLTR
EIG
Evermay Wealth Management's DLTR Position: Q2 2026 in Review
Evermay Wealth Management held its Dollar Tree (DLTR) position steady in Q2 2026 at 1,105 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #239.
Evermay Wealth Management first reported a position in DLTR in Q4 2017 and has held it in 35 quarters since. The position peaked at $768K in Q1 2018. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.
- Evermay Wealth Management held 1,105 shares of Dollar Tree worth $134K as of Q2 2026.
- Evermay Wealth Management left its Dollar Tree share count unchanged in Q2 2026.
- Dollar Tree made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #239 holding.
- Evermay Wealth Management first reported a position in Dollar Tree in Q4 2017 and has held it in 35 quarters since.
- Evermay Wealth Management's Dollar Tree position peaked at $768K in Q1 2018.
- 862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.
Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.