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Aull & Monroe Investment Management’s Dow Inc DOW Stock Holding History

Aull & Monroe Investment Management’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,650
Closed -$235K – 127
2026
Q1 		$235K Buy
+5,650
New +$179K 0.11% 116
2024
Q4 		– Sell
-5,147
Closed -$281K – 127
2024
Q3 		$281K Sell
5,147
-117
-2% -$6.18K 0.13% 108
2024
Q2 		$279K Hold
5,264
– – 0.14% 105
2024
Q1 		$305K Sell
5,264
-14
-0.3% -$774 0.14% 105
2023
Q4 		$289K Sell
5,278
-382
-7% -$19.5K 0.14% 104
2023
Q3 		$292K Sell
5,660
-29
-0.5% -$1.56K 0.15% 100
2023
Q2 		$303K Sell
5,689
-42
-0.7% -$2.23K 0.15% 103
2023
Q1 		$314K Sell
5,731
-70
-1% -$3.94K 0.16% 101
2022
Q4 		$292K Sell
5,801
-42
-0.7% -$2.05K 0.15% 104
2022
Q3 		$256K Sell
5,843
-85
-1% -$4.31K 0.14% 112
2022
Q2 		$306K Hold
5,928
– – 0.15% 106
2022
Q1 		$377K Buy
5,928
+73
+1% +$4.4K 0.17% 102
2021
Q4 		$332K Sell
5,855
-213
-4% -$12.1K 0.15% 107
2021
Q3 		$349K Hold
6,068
– – 0.17% 103
2021
Q2 		$384K Sell
6,068
-33
-0.5% -$2.18K 0.18% 99
2021
Q1 		$390K Sell
6,101
-191
-3% -$11.4K 0.19% 97
2020
Q4 		$349K Sell
6,292
-11
-0.2% -$568 0.19% 102
2020
Q3 		$297K Sell
6,303
-407
-6% -$18.3K 0.17% 103
2020
Q2 		$273K Sell
6,710
-161
-2% -$5.89K 0.17% 110
2020
Q1 		$201K Sell
6,871
-515
-7% -$21.9K 0.13% 112
2019
Q4 		$405K Sell
7,386
-297
-4% -$15.3K 0.21% 97
2019
Q3 		$366K Sell
7,683
-1,812
-19% -$84.8K 0.19% 99
2019
Q2 		$468K Buy
+9,495
New +$501K 0.25% 88

Other funds holding DOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Aull & Monroe Investment Management's DOW Position: Q2 2026 in Review

Aull & Monroe Investment Management sold out of Dow Inc (DOW) in Q2 2026, closing a stake of 5,650 shares — an estimated $235K sold.

Aull & Monroe Investment Management first reported a position in DOW in Q2 2019 and held it in 23 quarters. The position peaked at $468K in Q2 2019. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Aull & Monroe Investment Management reported no remaining Dow Inc position as of Q2 2026 after selling out during the quarter.
  • Aull & Monroe Investment Management sold 5,650 Dow Inc shares in Q2 2026, an estimated $235K.
  • Aull & Monroe Investment Management first reported a position in Dow Inc in Q2 2019 and held it in 23 quarters.
  • Aull & Monroe Investment Management's Dow Inc position peaked at $468K in Q2 2019.
  • 1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.