LWM
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Lodestone Wealth Management’s Dollar General DG Stock Holding History

Lodestone 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 		$1.24K Hold
11
– – ﹤0.01% 718
2026
Q1 		$1.27K Hold
11
– – ﹤0.01% 708
2025
Q4 		$1.42K Buy
+11
New +$1.23K ﹤0.01% 706

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

Lodestone Wealth Management's DG Position: Q2 2026 in Review

Lodestone Wealth Management held its Dollar General (DG) position steady in Q2 2026 at 11 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Lodestone Wealth Management first reported a position in DG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.42K in Q4 2025. 1,127 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Lodestone Wealth Management held 11 shares of Dollar General worth $1.24K as of Q2 2026.
  • Lodestone Wealth Management left its Dollar General share count unchanged in Q2 2026.
  • Dollar General made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #718 holding.
  • Lodestone Wealth Management first reported a position in Dollar General in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Dollar General position peaked at $1.42K in Q4 2025.
  • 1,127 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.