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LMCG Investments’s Dollar General DG Stock Holding History

LMCG Investments’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 		$283K Hold
2,457
– – 0.02% 209
2026
Q1 		$292K Sell
2,457
-38
-2% -$5.42K 0.02% 205
2025
Q4 		$331K Sell
2,495
-1,409
-36% -$157K 0.02% 197
2025
Q3 		$403K Hold
3,904
– – 0.02% 190
2025
Q2 		$447K Hold
3,904
– – 0.03% 192
2025
Q1 		$343K Sell
3,904
-27
-0.7% -$2.04K 0.02% 201
2024
Q4 		$298K Sell
3,931
-585
-13% -$46.1K 0.02% 208
2024
Q3 		$382K Hold
4,516
– – 0.02% 193
2024
Q2 		$597K Sell
4,516
-1,187
-21% -$166K 0.03% 232
2024
Q1 		$890K Sell
5,703
-1,500
-21% -$213K 0.05% 214
2023
Q4 		$979K Sell
7,203
-1,132
-14% -$137K 0.06% 223
2023
Q3 		$882K Sell
8,335
-3,073
-27% -$458K 0.06% 222
2023
Q2 		$1.94M Hold
11,408
– – 0.13% 156
2023
Q1 		$2.4M Hold
11,408
– – 0.16% 137
2022
Q4 		$2.81M Sell
11,408
-1,136
-9% -$281K 0.2% 129
2022
Q3 		$3.01M Sell
12,544
-1
-0% -$247 0.22% 125
2022
Q2 		$3.08M Sell
12,545
-925
-7% -$216K 0.21% 123
2022
Q1 		$3M Buy
+13,470
New +$2.86M 0.17% 141
2015
Q3 		$2.38M Sell
32,913
-417
-1% -$31.8K 0.05% 355
2015
Q2 		$2.59M Sell
33,330
-140,235
-81% -$10.6M 0.06% 340
2015
Q1 		$13.1M Sell
173,565
-2,658
-2% -$188K 0.27% 141
2014
Q4 		$12.5M Sell
176,223
-17,172
-9% -$1.12M 0.27% 145
2014
Q3 		$11.8M Buy
193,395
+29,430
+18% +$1.76M 0.27% 160
2014
Q2 		$9.4M Buy
163,965
+1,272
+0.8% +$72.7K 0.2% 204
2014
Q1 		$9.03M Sell
162,693
-9,312
-5% -$542K 0.2% 215
2013
Q4 		$10.4M Sell
172,005
-23,159
-12% -$1.36M 0.22% 184
2013
Q3 		$11M Buy
195,164
+26,451
+16% +$1.45M 0.27% 137
2013
Q2 		$8.51M Buy
+168,713
New +$8.75M 0.22% 159

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 $3.38T AUM 44.17% 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

LMCG Investments's DG Position: Q2 2026 in Review

LMCG Investments held its Dollar General (DG) position steady in Q2 2026 at 2,457 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #209.

LMCG Investments first reported a position in DG in Q2 2013 and has held it in 28 quarters since. The position peaked at $13.1M in Q1 2015. 1,133 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • LMCG Investments held 2,457 shares of Dollar General worth $283K as of Q2 2026.
  • LMCG Investments left its Dollar General share count unchanged in Q2 2026.
  • Dollar General made up 0.02% of LMCG Investments's portfolio in Q2 2026, its #209 holding.
  • LMCG Investments first reported a position in Dollar General in Q2 2013 and has held it in 28 quarters since.
  • LMCG Investments's Dollar General position peaked at $13.1M in Q1 2015.
  • 1,133 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.