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FSM Wealth Advisors’s Dollar General DG Stock Holding History

FSM Wealth 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
Q2 		$392K Buy
3,408
+38
+1% +$4.32K 0.04% 222
2026
Q1 		$400K Buy
3,370
+12
+0.4% +$1.71K 0.05% 193
2025
Q4 		$446K Sell
3,358
-1,732
-34% -$193K 0.06% 180
2025
Q3 		$526K Buy
5,090
+320
+7% +$35.1K 0.07% 169
2025
Q2 		$555K Buy
+4,770
New +$473K 0.09% 141
2024
Q4 		– Sell
-2,676
Closed -$226K – 200
2024
Q3 		$226K Buy
+2,676
New +$293K 0.06% 166
2024
Q2 		– Sell
-2,228
Closed -$348K – 162
2024
Q1 		$348K Buy
+2,228
New +$317K 0.12% 112

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

FSM Wealth Advisors's DG Position: Q2 2026 in Review

FSM Wealth Advisors increased its Dollar General (DG) stake by 1.1% in Q2 2026, buying an estimated $4.32K and bringing the position to 3,408 shares worth $392K. The position accounts for 0.04% of the portfolio, ranked #222.

FSM Wealth Advisors first reported a position in DG in Q1 2024 and has held it in 7 quarters since. The position peaked at $555K in Q2 2025. 1,127 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • FSM Wealth Advisors held 3,408 shares of Dollar General worth $392K as of Q2 2026.
  • FSM Wealth Advisors bought 38 Dollar General shares in Q2 2026, an estimated $4.32K.
  • Dollar General made up 0.04% of FSM Wealth Advisors's portfolio in Q2 2026, its #222 holding.
  • FSM Wealth Advisors first reported a position in Dollar General in Q1 2024 and has held it in 7 quarters since.
  • FSM Wealth Advisors's Dollar General position peaked at $555K in Q2 2025.
  • 1,127 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.