JTWM
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Jackson Thornton Wealth Management’s Dollar General DG Stock Holding History

Jackson Thornton 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 		$440K Sell
3,802
-444
-10% -$63.3K 0.04% 121
2025
Q4 		$614K Buy
4,246
+1,686
+66% +$188K 0.06% 89
2025
Q3 		$251K Buy
+2,560
New +$281K 0.03% 223

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

Jackson Thornton Wealth Management's DG Position: Q1 2026 in Review

Jackson Thornton Wealth Management reduced its Dollar General (DG) stake by 10% in Q1 2026, selling an estimated $63.3K and leaving 3,802 shares worth $440K. The position accounts for 0.04% of the portfolio, ranked #121.

Jackson Thornton Wealth Management first reported a position in DG in Q3 2025 and has held it in 3 quarters since. The position peaked at $614K in Q4 2025. 1,148 funds tracked by Wall St. Rank hold DG as of Q1 2026.

  • Jackson Thornton Wealth Management held 3,802 shares of Dollar General worth $440K as of Q1 2026.
  • Jackson Thornton Wealth Management sold 444 Dollar General shares in Q1 2026, an estimated $63.3K.
  • Dollar General made up 0.04% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #121 holding.
  • Jackson Thornton Wealth Management first reported a position in Dollar General in Q3 2025 and has held it in 3 quarters since.
  • Jackson Thornton Wealth Management's Dollar General position peaked at $614K in Q4 2025.
  • 1,148 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.