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Limestone Investment Advisors’s Dollar Tree DLTR Stock Holding History

Limestone Investment Advisors’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 		$479K Buy
+4,370
New +$534K 0.04% 217
2025
Q4 		– Sell
-7,689
Closed -$726K – 518
2025
Q3 		$726K Buy
+7,689
New +$823K 0.06% 232

Other funds holding DLTR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Limestone Investment Advisors's DLTR Position: Q1 2026 in Review

Limestone Investment Advisors opened a new position in Dollar Tree (DLTR) in Q1 2026: 4,370 shares worth $479K. The stake represents 0.04% of the portfolio and ranks #217 among its holdings. This is a return to the name: Limestone Investment Advisors previously reported a position in DLTR as recently as Q3 2025.

Limestone Investment Advisors first reported a position in DLTR in Q3 2025 and has held it in 2 quarters since. The position peaked at $726K in Q3 2025. 852 funds tracked by Wall St. Rank hold DLTR as of Q1 2026.

  • Limestone Investment Advisors held 4,370 shares of Dollar Tree worth $479K as of Q1 2026.
  • Dollar Tree was a new Limestone Investment Advisors position in Q1 2026.
  • Dollar Tree made up 0.04% of Limestone Investment Advisors's portfolio in Q1 2026, its #217 holding.
  • Limestone Investment Advisors first reported a position in Dollar Tree in Q3 2025 and has held it in 2 quarters since.
  • Limestone Investment Advisors's Dollar Tree position peaked at $726K in Q3 2025.
  • 852 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2026.

Based on Limestone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.