Legacy Bridge’s Dollar Tree DLTR Stock Holding History

Legacy Bridge’s Portfolio DLTR Stock Details DLTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-38	Closed	-$4.67K	–	369
2025 Q4	$4.67K	Buy	+38	New	+$4.07K	﹤0.01%	362
2020 Q2	–	Sell	-285	Closed	-$21K	–	287
2020 Q1	$21K	Buy	+285	New	+$24.3K	0.03%	199

Other funds holding DLTR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

MRL

Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Legacy Bridge's DLTR Position: Q1 2026 in Review

Legacy Bridge sold out of Dollar Tree (DLTR) in Q1 2026, closing a stake of 38 shares — an estimated $4.67K sold.

Legacy Bridge first reported a position in DLTR in Q1 2020 and held it in 2 quarters. The position peaked at $21K in Q1 2020. 852 funds tracked by Wall St. Rank hold DLTR as of Q1 2026.

Legacy Bridge reported no remaining Dollar Tree position as of Q1 2026 after selling out during the quarter.
Legacy Bridge sold 38 Dollar Tree shares in Q1 2026, an estimated $4.67K.
Legacy Bridge first reported a position in Dollar Tree in Q1 2020 and held it in 2 quarters.
Legacy Bridge's Dollar Tree position peaked at $21K in Q1 2020.
852 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.