LPL Financial’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.98M | Sell |
65,977
-296
| -0.4% | -$30.8K | ﹤0.01% | 2355 |
|
|
2026
Q1 | $7.26M | Sell |
66,273
-181,699
| -73% | -$22.2M | ﹤0.01% | 2292 |
|
|
2025
Q4 | $30.5M | Buy |
247,972
+160,261
| +183% | +$17.2M | 0.01% | 1138 |
|
|
2025
Q3 | $8.28M | Buy |
87,711
+10,358
| +13% | +$1.11M | ﹤0.01% | 2051 |
|
|
2025
Q2 | $7.66M | Sell |
77,353
-21,927
| -22% | -$1.89M | ﹤0.01% | 1961 |
|
|
2025
Q1 | $7.45M | Buy |
99,280
+5,104
| +5% | +$365K | ﹤0.01% | 1822 |
|
|
2024
Q4 | $7.06M | Buy |
94,176
+6,174
| +7% | +$424K | ﹤0.01% | 1797 |
|
|
2024
Q3 | $6.19M | Buy |
88,002
+3,716
| +4% | +$339K | ﹤0.01% | 1809 |
|
|
2024
Q2 | $9M | Sell |
84,286
-4,510
| -5% | -$532K | ﹤0.01% | 1438 |
|
|
2024
Q1 | $11.8M | Buy |
88,796
+4,599
| +5% | +$633K | 0.01% | 1225 |
|
|
2023
Q4 | $12M | Sell |
84,197
-4,105
| -5% | -$486K | 0.01% | 1144 |
|
|
2023
Q3 | $9.4M | Sell |
88,302
-1,901
| -2% | -$255K | 0.01% | 1200 |
|
|
2023
Q2 | $12.9M | Sell |
90,203
-2,290
| -2% | -$337K | 0.01% | 997 |
|
|
2023
Q1 | $13.3M | Buy |
92,493
+13,058
| +16% | +$1.89M | 0.01% | 948 |
|
|
2022
Q4 | $11.2M | Buy |
79,435
+1,589
| +2% | +$236K | 0.01% | 962 |
|
|
2022
Q3 | $10.6M | Buy |
77,846
+2,818
| +4% | +$439K | 0.01% | 922 |
|
|
2022
Q2 | $11.7M | Sell |
75,028
-11,075
| -13% | -$1.75M | 0.01% | 885 |
|
|
2022
Q1 | $13.8M | Sell |
86,103
-3,418
| -4% | -$483K | 0.01% | 821 |
|
|
2021
Q4 | $12.6M | Buy |
89,521
+17,436
| +24% | +$2.12M | 0.01% | 886 |
|
|
2021
Q3 | $6.9M | Sell |
72,085
-10,501
| -13% | -$1.01M | 0.01% | 1180 |
|
|
2021
Q2 | $8.22M | Buy |
82,586
+4,024
| +5% | +$437K | 0.01% | 1025 |
|
|
2021
Q1 | $8.99M | Buy |
78,562
+11,603
| +17% | +$1.25M | 0.01% | 878 |
|
|
2020
Q4 | $7.23M | Buy |
66,959
+12,195
| +22% | +$1.22M | 0.01% | 905 |
|
|
2020
Q3 | $5M | Buy |
54,764
+4,612
| +9% | +$434K | 0.01% | 959 |
|
|
2020
Q2 | $4.65M | Buy |
50,152
+3,141
| +7% | +$262K | 0.01% | 915 |
|
|
2020
Q1 | $3.45M | Buy |
47,011
+5,301
| +13% | +$451K | 0.01% | 904 |
|
|
2019
Q4 | $3.92M | Buy |
41,710
+2,702
| +7% | +$284K | 0.01% | 957 |
|
|
2019
Q3 | $4.45M | Sell |
39,008
-2,081
| -5% | -$218K | 0.01% | 839 |
|
|
2019
Q2 | $4.41M | Sell |
41,089
-3,942
| -9% | -$415K | 0.01% | 839 |
|
|
2019
Q1 | $4.73M | Sell |
45,031
-2,424
| -5% | -$238K | 0.01% | 780 |
|
|
2018
Q4 | $4.29M | Buy |
47,455
+16
| +0% | +$1.35K | 0.01% | 744 |
|
|
2018
Q3 | $3.87M | Buy |
47,439
+6,216
| +15% | +$546K | 0.01% | 852 |
|
|
2018
Q2 | $3.5M | Buy |
41,223
+3,308
| +9% | +$305K | 0.01% | 869 |
|
|
2018
Q1 | $3.6M | Sell |
37,915
-1,964
| -5% | -$206K | 0.01% | 835 |
|
|
2017
Q4 | $4.28M | Sell |
39,879
-1,747
| -4% | -$171K | 0.01% | 721 |
|
|
2017
Q3 | $3.63M | Sell |
41,626
-2,841
| -6% | -$217K | 0.01% | 716 |
|
|
2017
Q2 | $3.12M | Buy |
44,467
+28,665
| +181% | +$2.21M | 0.01% | 731 |
|
|
2017
Q1 | $1.23M | Sell |
15,802
-8,006
| -34% | -$615K | 0.01% | 1121 |
|
|
2016
Q4 | $1.84M | Buy |
23,808
+10
| +0% | +$805 | 0.01% | 854 |
|
|
2016
Q3 | $1.82M | Sell |
23,798
-6,308
| -21% | -$568K | 0.02% | 823 |
|
|
2016
Q2 | $2.86M | Sell |
30,106
-89,024
| -75% | -$7.53M | 0.02% | 580 |
|
|
2016
Q1 | $9.58M | Buy |
119,130
+48,922
| +70% | +$3.86M | 0.03% | 452 |
|
|
2015
Q4 | $5.62M | Buy |
70,208
+24,202
| +53% | +$1.69M | 0.02% | 663 |
|
|
2015
Q3 | $3.13M | Buy |
46,006
+1,175
| +3% | +$88.2K | 0.02% | 640 |
|
|
2015
Q2 | $3.59M | Sell |
44,831
-14,722
| -25% | -$1.16M | 0.02% | 646 |
|
|
2015
Q1 | $4.84M | Sell |
59,553
-25,315
| -30% | -$1.92M | 0.02% | 531 |
|
|
2014
Q4 | $5.97M | Buy |
84,868
+5,847
| +7% | +$369K | 0.03% | 423 |
|
|
2014
Q3 | $4.37M | Sell |
79,021
-50
| -0.1% | -$2.76K | 0.03% | 516 |
|
|
2014
Q2 | $4.31M | Buy |
79,071
+40,171
| +103% | +$2.11M | 0.03% | 534 |
|
|
2014
Q1 | $2.03M | Buy |
38,900
+678
| +2% | +$36.1K | 0.01% | 832 |
|
|
2013
Q4 | $2.16M | Sell |
38,222
-45,455
| -54% | -$2.62M | 0.01% | 787 |
|
|
2013
Q3 | $4.92M | Buy |
83,677
+6,583
| +9% | +$355K | 0.03% | 427 |
|
|
2013
Q2 | $3.92M | Buy |
+77,094
| New | +$3.76M | 0.03% | 455 |
|
Other funds holding DLTR
EIG
LPL Financial's DLTR Position: Q2 2026 in Review
LPL Financial reduced its Dollar Tree (DLTR) stake by 0.45% in Q2 2026, selling an estimated $30.8K and leaving 65,977 shares worth $7.98M. The position accounts for ﹤0.01% of the portfolio, ranked #2355.
LPL Financial first reported a position in DLTR in Q2 2013 and has held it in 53 quarters since. The position peaked at $30.5M in Q4 2025. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.
- LPL Financial held 65,977 shares of Dollar Tree worth $7.98M as of Q2 2026.
- LPL Financial sold 296 Dollar Tree shares in Q2 2026, an estimated $30.8K.
- Dollar Tree made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2355 holding.
- LPL Financial first reported a position in Dollar Tree in Q2 2013 and has held it in 53 quarters since.
- LPL Financial's Dollar Tree position peaked at $30.5M in Q4 2025.
- 862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.