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IMG Wealth Management’s Dollar General DG Stock Holding History

IMG 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
Q1 		– Sell
-19
Closed -$2.52K – 535
2025
Q4 		$2.52K Hold
19
– – ﹤0.01% 491
2025
Q3 		$1.96K Hold
19
– – ﹤0.01% 450
2025
Q2 		$2.17K Sell
19
-313
-94% -$31.1K ﹤0.01% 435
2025
Q1 		$29.2K Hold
332
– – 0.03% 172
2024
Q4 		$25.2K Buy
+332
New +$26.2K 0.02% 168

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IMG Wealth Management's DG Position: Q1 2026 in Review

IMG Wealth Management sold out of Dollar General (DG) in Q1 2026, closing a stake of 19 shares — an estimated $2.52K sold.

IMG Wealth Management first reported a position in DG in Q4 2024 and held it in 5 quarters. The position peaked at $29.2K in Q1 2025. 1,154 funds tracked by Wall St. Rank hold DG as of Q1 2026.

  • IMG Wealth Management reported no remaining Dollar General position as of Q1 2026 after selling out during the quarter.
  • IMG Wealth Management sold 19 Dollar General shares in Q1 2026, an estimated $2.52K.
  • IMG Wealth Management first reported a position in Dollar General in Q4 2024 and held it in 5 quarters.
  • IMG Wealth Management's Dollar General position peaked at $29.2K in Q1 2025.
  • 1,154 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.