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Institute for Wealth Management’s Dollar General DG Stock Holding History

Institute for 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 		$254K Buy
2,137
+3
+0.1% +$428 0.03% 465
2025
Q4 		$283K Sell
2,134
-32
-1% -$3.57K 0.03% 446
2025
Q3 		$224K Sell
2,166
-206
-9% -$22.6K 0.02% 523
2025
Q2 		$271K Sell
2,372
-22
-0.9% -$2.18K 0.03% 457
2025
Q1 		$211K Buy
+2,394
New +$181K 0.03% 497
2024
Q4 		– Sell
-2,557
Closed -$216K – 526
2024
Q3 		$216K Sell
2,557
-20
-0.8% -$2.19K 0.03% 511
2024
Q2 		$341K Sell
2,577
-32
-1% -$4.47K 0.05% 364
2024
Q1 		$407K Sell
2,609
-25
-0.9% -$3.55K 0.05% 324
2023
Q4 		$358K Sell
2,634
-271
-9% -$32.9K 0.06% 337
2023
Q3 		$307K Sell
2,905
-11
-0.4% -$1.64K 0.06% 342
2023
Q2 		$495K Sell
2,916
-197
-6% -$39K 0.08% 268
2023
Q1 		$655K Sell
3,113
-49
-2% -$11K 0.13% 206
2022
Q4 		$779K Sell
3,162
-259
-8% -$64K 0.16% 171
2022
Q3 		$820K Hold
3,421
– – 0.18% 149
2022
Q2 		$840K Hold
3,421
– – 0.16% 158
2022
Q1 		$762K Hold
3,421
– – 0.12% 204
2021
Q4 		$807K Hold
3,421
– – 0.13% 189
2021
Q3 		$726K Hold
3,421
– – 0.13% 197
2021
Q2 		$740K Hold
3,421
– – 0.13% 192
2021
Q1 		$693K Sell
3,421
-33
-1% -$6.55K 0.13% 196
2020
Q4 		$726K Buy
3,454
+385
+13% +$82.2K 0.14% 179
2020
Q3 		$643K Buy
3,069
+357
+13% +$70.2K 0.15% 179
2020
Q2 		$517K Buy
2,712
+113
+4% +$20.4K 0.13% 223
2020
Q1 		$392K Sell
2,599
-66
-2% -$10.2K 0.12% 230
2019
Q4 		$416K Buy
2,665
+133
+5% +$21.1K 0.09% 289
2019
Q3 		$402K Hold
2,532
– – 0.1% 273
2019
Q2 		$342K Sell
2,532
-38
-1% -$4.8K 0.08% 323
2019
Q1 		$307K Buy
+2,570
New +$299K 0.07% 328
2018
Q1 		– Sell
-29,913
Closed -$2.79M – 287
2017
Q4 		$2.79M Buy
+29,913
New +$2.57M 0.65% 35

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

Institute for Wealth Management's DG Position: Q1 2026 in Review

Institute for Wealth Management increased its Dollar General (DG) stake by 0.14% in Q1 2026, buying an estimated $428 and bringing the position to 2,137 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #465.

Institute for Wealth Management first reported a position in DG in Q4 2017 and has held it in 29 quarters since. The position peaked at $2.79M in Q4 2017. 1,148 funds tracked by Wall St. Rank hold DG as of Q1 2026.

  • Institute for Wealth Management held 2,137 shares of Dollar General worth $254K as of Q1 2026.
  • Institute for Wealth Management bought 3 Dollar General shares in Q1 2026, an estimated $428.
  • Dollar General made up 0.03% of Institute for Wealth Management's portfolio in Q1 2026, its #465 holding.
  • Institute for Wealth Management first reported a position in Dollar General in Q4 2017 and has held it in 29 quarters since.
  • Institute for Wealth Management's Dollar General position peaked at $2.79M in Q4 2017.
  • 1,148 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.