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MBM Wealth Consultants’s Dollar General DG Stock Holding History

MBM Wealth Consultants’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 		– Sell
-632
Closed -$75K – 187
2026
Q1 		$75K Buy
+632
New +$90.1K 0.02% 132
2023
Q4 		– Sell
-6,051
Closed -$673K – 113
2023
Q3 		$673K Buy
6,051
+1,956
+48% +$292K 0.29% 53
2023
Q2 		$690K Buy
4,095
+775
+23% +$153K 0.3% 52
2023
Q1 		$777K Hold
3,320
– – 0.32% 38
2022
Q4 		$821K Sell
3,320
-120
-3% -$29.7K 0.38% 30
2022
Q3 		$848K Sell
3,440
-148
-4% -$36.5K 0.41% 27
2022
Q2 		$881K Buy
3,588
+112
+3% +$26.1K 0.43% 27
2022
Q1 		$774K Buy
3,476
+211
+6% +$44.8K 0.32% 40
2021
Q4 		$770K Buy
3,265
+422
+15% +$93.2K 0.32% 42
2021
Q3 		$603K Buy
2,843
+155
+6% +$35K 0.28% 46
2021
Q2 		$581K Buy
2,688
+70
+3% +$14.7K 0.27% 46
2021
Q1 		$530K Buy
2,618
+227
+9% +$45.1K 0.27% 47
2020
Q4 		$503K Sell
2,391
-164
-6% -$35K 0.27% 46
2020
Q3 		$536K Buy
2,555
+100
+4% +$19.7K 0.34% 38
2020
Q2 		$467K Sell
2,455
-1,033
-30% -$187K 0.33% 42
2020
Q1 		$527K Buy
3,488
+85
+2% +$13.1K 0.44% 40
2019
Q4 		$531K Sell
3,403
-334
-9% -$53K 0.39% 51
2019
Q3 		$594K Sell
3,737
-9
-0.2% -$1.3K 0.47% 46
2019
Q2 		$509K Buy
3,746
+69
+2% +$8.72K 0.42% 54
2019
Q1 		$439K Buy
3,677
+148
+4% +$17.2K 0.38% 59
2018
Q4 		$381K Buy
+3,529
New +$382K 0.37% 64

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

MBM Wealth Consultants's DG Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Dollar General (DG) in Q2 2026, closing a stake of 632 shares — an estimated $75K sold.

MBM Wealth Consultants first reported a position in DG in Q4 2018 and held it in 21 quarters. The position peaked at $881K in Q2 2022. 1,129 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • MBM Wealth Consultants reported no remaining Dollar General position as of Q2 2026 after selling out during the quarter.
  • MBM Wealth Consultants sold 632 Dollar General shares in Q2 2026, an estimated $75K.
  • MBM Wealth Consultants first reported a position in Dollar General in Q4 2018 and held it in 21 quarters.
  • MBM Wealth Consultants's Dollar General position peaked at $881K in Q2 2022.
  • 1,129 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

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