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Walled Lake Planning & Wealth Management’s Dollar General DG Stock Holding History

Walled Lake Planning & 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 		$4.9M Buy
42,549
+1,011
+2% +$115K 1.24% 21
2026
Q1 		$4.93M Buy
41,538
+89
+0.2% +$12.7K 1.45% 19
2025
Q4 		$5.5M Buy
41,449
+156
+0.4% +$17.4K 1.74% 17
2025
Q3 		$4.27M Sell
41,293
-1,857
-4% -$204K 1.4% 18
2025
Q2 		$4.94M Buy
43,150
+270
+0.6% +$26.8K 1.61% 18
2025
Q1 		$3.77M Buy
42,880
+32,187
+301% +$2.44M 1.34% 23
2024
Q4 		$811K Sell
10,693
-25,870
-71% -$2.04M 0.3% 49
2024
Q3 		$3.09M Buy
36,563
+266
+0.7% +$29.2K 1.16% 28
2024
Q2 		$4.8M Sell
36,297
-753
-2% -$105K 1.96% 19
2024
Q1 		$5.78M Sell
37,050
-88
-0.2% -$12.5K 2.37% 18
2023
Q4 		$5.05M Buy
37,138
+332
+0.9% +$40.3K 2.35% 19
2023
Q3 		$3.89M Buy
+36,806
New +$5.49M 1.95% 22

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

Walled Lake Planning & Wealth Management's DG Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its Dollar General (DG) stake by 2.4% in Q2 2026, buying an estimated $115K and bringing the position to 42,549 shares worth $4.9M. The position accounts for 1.24% of the portfolio, ranked #21.

Walled Lake Planning & Wealth Management first reported a position in DG in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.78M in Q1 2024. 1,127 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 42,549 shares of Dollar General worth $4.9M as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 1,011 Dollar General shares in Q2 2026, an estimated $115K.
  • Dollar General made up 1.24% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Dollar General in Q3 2023 and has held it in 12 quarters since.
  • Walled Lake Planning & Wealth Management's Dollar General position peaked at $5.78M in Q1 2024.
  • 1,127 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.