WWM
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Western Wealth Management’s Dollar General DG Stock Holding History

Western 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 		$339K Sell
2,946
-393
-12% -$44.7K 0.01% 788
2026
Q1 		$396K Buy
+3,339
New +$476K 0.02% 701
2024
Q1 		– Sell
-2,068
Closed -$281K – 662
2023
Q4 		$281K Buy
+2,068
New +$251K 0.02% 566
2023
Q3 		– Sell
-5,519
Closed -$937K – 659
2023
Q2 		$937K Sell
5,519
-1,005
-15% -$199K 0.08% 258
2023
Q1 		$1.37M Hold
6,524
– – 0.13% 178
2022
Q4 		$1.61M Sell
6,524
-7,020
-52% -$1.74M 0.16% 150
2022
Q3 		$3.25M Buy
13,544
+421
+3% +$104K 0.19% 119
2022
Q2 		$3.22M Sell
13,123
-150
-1% -$35K 0.18% 127
2022
Q1 		$2.96M Buy
13,273
+6,276
+90% +$1.33M 0.14% 150
2021
Q4 		$1.65M Buy
+6,997
New +$1.55M 0.16% 135
2021
Q2 		$1.51M Buy
6,998
+225
+3% +$47.3K 0.16% 147
2021
Q1 		$1.37M Buy
6,773
+237
+4% +$47.1K 0.18% 129
2020
Q4 		$1.38M Buy
6,536
+421
+7% +$89.9K 0.2% 117
2020
Q3 		$1.28M Buy
6,115
+1,667
+37% +$328K 0.21% 113
2020
Q2 		$847K Buy
4,448
+1,107
+33% +$200K 0.15% 149
2020
Q1 		$506K Sell
3,341
-80
-2% -$12.3K 0.12% 183
2019
Q4 		$534K Buy
3,421
+1,341
+64% +$213K 0.08% 223
2019
Q3 		$331K Buy
+2,080
New +$301K 0.07% 270

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

Western Wealth Management's DG Position: Q2 2026 in Review

Western Wealth Management reduced its Dollar General (DG) stake by 12% in Q2 2026, selling an estimated $44.7K and leaving 2,946 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #788.

Western Wealth Management first reported a position in DG in Q3 2019 and has held it in 18 quarters since. The position peaked at $3.25M in Q3 2022. 1,129 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Western Wealth Management held 2,946 shares of Dollar General worth $339K as of Q2 2026.
  • Western Wealth Management sold 393 Dollar General shares in Q2 2026, an estimated $44.7K.
  • Dollar General made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #788 holding.
  • Western Wealth Management first reported a position in Dollar General in Q3 2019 and has held it in 18 quarters since.
  • Western Wealth Management's Dollar General position peaked at $3.25M in Q3 2022.
  • 1,129 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.