LA
DG icon

LM Advisors’s Dollar General DG Stock Holding History

LM Advisors’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
2025
Q2 		– Sell
-2,600
Closed -$229K – 203
2025
Q1 		$229K Buy
+2,600
New +$197K 0.04% 202
2024
Q2 		– Sell
-7,000
Closed -$978K – 11
2024
Q1 		$1.09M Buy
7,000
+3,000
+75% +$426K 0.17% 90
2023
Q4 		$544K Buy
+4,000
New +$485K 0.11% 111

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LM Advisors's DG Position: Q2 2025 in Review

LM Advisors sold out of Dollar General (DG) in Q2 2025, closing a stake of 2,600 shares — an estimated $229K sold.

LM Advisors first reported a position in DG in Q4 2023 and held it in 3 quarters. The position peaked at $1.09M in Q1 2024. 1,020 funds tracked by Wall St. Rank hold DG as of Q2 2025.

  • LM Advisors reported no remaining Dollar General position as of Q2 2025 after selling out during the quarter.
  • LM Advisors sold 2,600 Dollar General shares in Q2 2025, an estimated $229K.
  • LM Advisors first reported a position in Dollar General in Q4 2023 and held it in 3 quarters.
  • LM Advisors's Dollar General position peaked at $1.09M in Q1 2024.
  • 1,020 funds tracked by Wall St. Rank held Dollar General as of Q2 2025.

Based on LM Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.