FSM Wealth Advisors, LLC

Position in DG — Dollar General Corp

CIK 1942548 CLEVELAND, OH

Position in DG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$392,294

-$7,826 QoQ

Shares Held

3,408

+1.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#682

of 1,127 holders

Holding Since

Mar 2024

7 quarters on record

Voting authority Sole 27% Shared 0% None 73%

Consumer Defensive · as of Jun 30, 2026

FSM Wealth Advisors, LLC holds $4,077,092 across 4 Discount Stores names. DG ranks #4 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	1,971	$1,843,811
2	WMT	Walmart Inc.	12,735	$1,442,366
3	TGT	Target Corp	3,052	$398,621
4	DG	Dollar General Corp This page	3,408	$392,294

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$392,294	3,408	+1.1%	Shares	Sole	2026-07-15
2026-03-31	$400,120	3,370	+0.4%	Shares	Sole	2026-04-27
2025-12-31	$445,841	3,358	-34.0%	Shares	Sole	2026-01-23
2025-09-30	$526,051	5,090	+6.7%	Shares	Sole	2025-10-17
2025-06-30	$545,592	4,770	+78.3%	Shares	Sole	2025-07-31
2024-09-30	$226,309	2,676	+20.1%	Shares	Sole	2024-10-30
2024-03-31	$347,701	2,228	—	Shares	Sole	2024-05-14
No filing history on record for this holder in this stock.