Cornerstone Wealth Management, LLC

Position in DG — Dollar General Corp

CIK 1674117 ST. PETERS, MO

Position in DG

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$459,979

+$129,316 QoQ

Shares Held

3,996

+43.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#642

of 1,127 holders

Holding Since

Sep 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Cornerstone Wealth Management, LLC holds $28,575,046 across 4 Discount Stores names. DG ranks #4 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	186,618	$21,136,354
2	COST	Costco Wholesale Corp /New	5,777	$5,404,210
3	TGT	Target Corp	12,055	$1,574,503
4	DG	Dollar General Corp This page	3,996	$459,979

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$459,979	3,996	+43.5%	Shares	Sole	2026-07-22
2026-03-31	$330,663	2,785	-1.7%	Shares	Sole	2026-04-24
2025-12-31	$376,137	2,833	-16.6%	Shares	Sole	2026-02-05
2025-09-30	$351,079	3,397	-33.9%	Shares	Sole	2025-11-04
2025-06-30	$587,913	5,140	-18.3%	Shares	Sole	2025-08-12
2025-03-31	$553,255	6,292	+25.5%	Shares	Sole	2025-04-18
2024-12-31	$380,161	5,014	+19.8%	Shares	Sole	2025-01-21
2024-09-30	$354,094	4,187	+105.1%	Shares	Sole	2024-10-16
2024-06-30	$269,881	2,041	-9.6%	Shares	Sole	2024-07-16
2024-03-31	$352,383	2,258	+17.1%	Shares	Sole	2024-04-19
2023-12-31	$262,247	1,929	+19.4%	Shares	Sole	2024-01-10
2023-06-30	$274,364	1,616	+30.3%	Shares	Sole	2023-07-14
2023-03-31	$260,970	1,240	+9.7%	Shares	Sole	2023-05-15
2022-09-30	$271,041	1,130	+0.4%	Shares	Sole	2022-10-14
2022-06-30	$276,365	1,126	+1.4%	Shares	Sole	2022-08-04
2022-03-31	$247,341	1,111	-4.0%	Shares	Sole	2022-04-21
2021-12-31	$272,855	1,157	-11.7%	Shares	Sole	2022-02-14
2021-09-30	$277,903	1,310	+5.6%	Shares	Sole	2021-11-12
2021-06-30	$268,539	1,241	-1.3%	Shares	Sole	2021-08-09
2021-03-31	$254,693	1,257	-8.2%	Shares	Sole	2021-04-30
2020-12-31	$287,900	1,369	+24.0%	Shares	Sole	2021-01-29
2020-09-30	$231,420	1,104	—	Shares	Sole	2020-10-13
No filing history on record for this holder in this stock.