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Jamison Private Wealth Management’s Dollar General DG Stock Holding History

Jamison Private 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
Q2 		$710K Buy
6,171
+1,184
+24% +$135K 0.07% 138
2026
Q1 		$592K Sell
4,987
-185
-4% -$26.4K 0.07% 141
2025
Q4 		$687K Sell
5,172
-108
-2% -$12K 0.08% 131
2025
Q3 		$546K Buy
5,280
+405
+8% +$44.4K 0.07% 148
2025
Q2 		$558K Buy
4,875
+255
+6% +$25.3K 0.08% 139
2025
Q1 		$406K Buy
4,620
+1,804
+64% +$137K 0.06% 156
2024
Q4 		$214K Buy
2,816
+1,174
+71% +$92.5K 0.03% 195
2024
Q3 		$139K Buy
1,642
+1,022
+165% +$112K 0.02% 210
2024
Q2 		$82K Buy
620
+452
+269% +$63.1K 0.01% 224
2024
Q1 		$26.2K Buy
168
+94
+127% +$13.4K ﹤0.01% 284
2023
Q4 		$10K Buy
74
+1
+1% +$121 ﹤0.01% 305
2023
Q3 		$7.77K Buy
+73
New +$10.9K ﹤0.01% 308

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

Jamison Private Wealth Management's DG Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Dollar General (DG) stake by 24% in Q2 2026, buying an estimated $135K and bringing the position to 6,171 shares worth $710K. The position accounts for 0.07% of the portfolio, ranked #138.

Jamison Private Wealth Management first reported a position in DG in Q3 2023 and has held it in 12 quarters since. 1,132 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Jamison Private Wealth Management held 6,171 shares of Dollar General worth $710K as of Q2 2026.
  • Jamison Private Wealth Management bought 1,184 Dollar General shares in Q2 2026, an estimated $135K.
  • Dollar General made up 0.07% of Jamison Private Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Jamison Private Wealth Management first reported a position in Dollar General in Q3 2023 and has held it in 12 quarters since.
  • 1,132 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.