Ironwood Investment Counsel’s Dollar General DG Stock Holding History

Ironwood Investment Counsel’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	$5.03M	Buy	42,396 +2,408	+6%	+$343K	0.73%	43
2025 Q4	$5.31M	Buy	39,988 +261	+0.7%	+$29.1K	0.74%	43
2025 Q3	$4.11M	Buy	39,727 +1,039	+3%	+$114K	0.6%	49
2025 Q2	$4.43M	Buy	38,688 +2,744	+8%	+$272K	0.68%	44
2025 Q1	$3.16M	Buy	35,944 +12,469	+53%	+$944K	0.55%	51
2024 Q4	$1.78M	Sell	23,475 -13,283	-36%	-$1.05M	0.3%	75
2024 Q3	$3.11M	Buy	36,758 +13,343	+57%	+$1.46M	0.52%	55
2024 Q2	$3.1M	Buy	23,415 +1,198	+5%	+$167K	0.55%	57
2024 Q1	$3.47M	Buy	22,217 +12,719	+134%	+$1.81M	0.6%	52
2023 Q4	$1.29M	Buy	+9,498	New	+$1.15M	0.24%	100

Other funds holding DG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $30.8B AUM 11.29% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ironwood Investment Counsel's DG Position: Q1 2026 in Review

Ironwood Investment Counsel increased its Dollar General (DG) stake by 6% in Q1 2026, buying an estimated $343K and bringing the position to 42,396 shares worth $5.03M. The position accounts for 0.73% of the portfolio, ranked #43.

Ironwood Investment Counsel first reported a position in DG in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.31M in Q4 2025. 1,149 funds tracked by Wall St. Rank hold DG as of Q1 2026.

Ironwood Investment Counsel held 42,396 shares of Dollar General worth $5.03M as of Q1 2026.
Ironwood Investment Counsel bought 2,408 Dollar General shares in Q1 2026, an estimated $343K.
Dollar General made up 0.73% of Ironwood Investment Counsel's portfolio in Q1 2026, its #43 holding.
Ironwood Investment Counsel first reported a position in Dollar General in Q4 2023 and has held it in 10 quarters since.
Ironwood Investment Counsel's Dollar General position peaked at $5.31M in Q4 2025.
1,149 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Ironwood Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.