Wealth Management Associates’s Dollar Tree DLTR Stock Holding History

Wealth Management Associates’s Portfolio DLTR Stock Details DLTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$219K	Hold	2,000	–	–	0.08%	221
2025 Q4	$246K	Buy	+2,000	New	+$214K	0.09%	198
2024 Q3	–	Sell	-2,000	Closed	-$214K	–	212
2024 Q2	$214K	Hold	2,000	–	–	0.1%	186
2024 Q1	$214K	Hold	2,000	–	–	0.1%	186
2023 Q4	$284K	Hold	2,000	–	–	0.15%	146
2023 Q3	$213K	Hold	2,000	–	–	0.12%	172
2023 Q2	$287K	Hold	2,000	–	–	0.16%	135
2023 Q1	$287K	Hold	2,000	–	–	0.18%	133
2022 Q4	$283K	Hold	2,000	–	–	0.19%	132
2022 Q3	$272K	Hold	2,000	–	–	0.19%	136
2022 Q2	$312K	Hold	2,000	–	–	0.21%	124
2022 Q1	$320K	Hold	2,000	–	–	0.18%	140
2021 Q4	$281K	Buy	+2,000	New	+$243K	0.15%	158
2021 Q2	–	Sell	-2,000	Closed	-$229K	–	199
2021 Q1	$229K	Hold	2,000	–	–	0.15%	160
2020 Q4	$216K	Buy	+2,000	New	+$201K	0.14%	168
2019 Q4	–	Sell	-2,000	Closed	-$228K	–	150
2019 Q3	$228K	Hold	2,000	–	–	0.18%	128
2019 Q2	$215K	Hold	2,000	–	–	0.21%	87
2019 Q1	$210K	Buy	+2,000	New	+$196K	0.23%	87

Other funds holding DLTR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

MRL

Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Management Associates's DLTR Position: Q1 2026 in Review

Wealth Management Associates held its Dollar Tree (DLTR) position steady in Q1 2026 at 2,000 shares worth $219K. The position accounts for 0.08% of the portfolio, ranked #221.

Wealth Management Associates first reported a position in DLTR in Q1 2019 and has held it in 18 quarters since. The position peaked at $320K in Q1 2022. 852 funds tracked by Wall St. Rank hold DLTR as of Q1 2026.

Wealth Management Associates held 2,000 shares of Dollar Tree worth $219K as of Q1 2026.
Wealth Management Associates left its Dollar Tree share count unchanged in Q1 2026.
Dollar Tree made up 0.08% of Wealth Management Associates's portfolio in Q1 2026, its #221 holding.
Wealth Management Associates first reported a position in Dollar Tree in Q1 2019 and has held it in 18 quarters since.
Wealth Management Associates's Dollar Tree position peaked at $320K in Q1 2022.
852 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2026.

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