Beese Fulmer Investment Management’s Dow Inc DOW Stock Holding History

Beese Fulmer 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	$327K	Buy	11,958 +1,142	+11%	+$41.4K	0.02%	276
2026 Q1	$450K	Buy	+10,816	New	+$343K	0.03%	224
2020 Q3	–	Sell	-2,209	Closed	-$90K	–	283
2020 Q2	$90K	Buy	+2,209	New	+$80.9K	0.01%	253
2020 Q1	–	Sell	-4,591	Closed	-$251K	–	188
2019 Q4	$251K	Sell	4,591 -12,631	-73%	-$653K	0.04%	173
2019 Q3	$821K	Buy	17,222 +669	+4%	+$31.3K	0.12%	114
2019 Q2	$816K	Buy	+16,553	New	+$874K	0.15%	99

Other funds holding DOW

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Beese Fulmer Investment Management's DOW Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its Dow Inc (DOW) stake by 11% in Q2 2026, buying an estimated $41.4K and bringing the position to 11,958 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #276.

Beese Fulmer Investment Management first reported a position in DOW in Q2 2019 and has held it in 6 quarters since. The position peaked at $821K in Q3 2019. 454 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

Beese Fulmer Investment Management held 11,958 shares of Dow Inc worth $327K as of Q2 2026.
Beese Fulmer Investment Management bought 1,142 Dow Inc shares in Q2 2026, an estimated $41.4K.
Dow Inc made up 0.02% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #276 holding.
Beese Fulmer Investment Management first reported a position in Dow Inc in Q2 2019 and has held it in 6 quarters since.
Beese Fulmer Investment Management's Dow Inc position peaked at $821K in Q3 2019.
454 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.