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Meridian Wealth Management’s Dollar General DG Stock Holding History

Meridian 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
Q1 		– Sell
-1,981
Closed -$263K – 786
2025
Q4 		$263K Buy
1,981
+26
+1% +$2.9K 0.01% 644
2025
Q3 		$202K Buy
1,955
+102
+6% +$11.2K 0.01% 686
2025
Q2 		$212K Buy
+1,853
New +$184K 0.01% 635
2024
Q2 		– Sell
-5,042
Closed -$787K – 341
2024
Q1 		$787K Buy
5,042
+975
+24% +$139K 0.13% 106
2023
Q4 		$553K Sell
4,067
-3,445
-46% -$418K 0.04% 365
2023
Q3 		$795K Buy
7,512
+5,329
+244% +$794K 0.05% 279
2023
Q2 		$371K Buy
2,183
+913
+72% +$181K 0.03% 387
2023
Q1 		$267K Buy
1,270
+95
+8% +$21.3K 0.02% 450
2022
Q4 		$289K Buy
1,175
+16
+1% +$3.96K 0.03% 424
2022
Q3 		$278K Sell
1,159
-21
-2% -$5.18K 0.03% 380
2022
Q2 		$290K Buy
+1,180
New +$275K 0.02% 442
2021
Q2 		– Sell
-3,734
Closed -$757K – 383
2021
Q1 		$757K Buy
3,734
+337
+10% +$66.9K 0.11% 162
2020
Q4 		$714K Sell
3,397
-205
-6% -$43.8K 0.11% 151
2020
Q3 		$755K Buy
3,602
+195
+6% +$38.4K 0.19% 104
2020
Q2 		$649K Buy
3,407
+84
+3% +$15.2K 0.22% 104
2020
Q1 		$501K Buy
+3,323
New +$513K 0.22% 102

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Meridian Wealth Management's DG Position: Q1 2026 in Review

Meridian Wealth Management sold out of Dollar General (DG) in Q1 2026, closing a stake of 1,981 shares — an estimated $263K sold.

Meridian Wealth Management first reported a position in DG in Q1 2020 and held it in 16 quarters. The position peaked at $795K in Q3 2023. 1,154 funds tracked by Wall St. Rank hold DG as of Q1 2026.

  • Meridian Wealth Management reported no remaining Dollar General position as of Q1 2026 after selling out during the quarter.
  • Meridian Wealth Management sold 1,981 Dollar General shares in Q1 2026, an estimated $263K.
  • Meridian Wealth Management first reported a position in Dollar General in Q1 2020 and held it in 16 quarters.
  • Meridian Wealth Management's Dollar General position peaked at $795K in Q3 2023.
  • 1,154 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.