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Buckley Wealth Management’s Dow Inc DOW Stock Holding History

Buckley Wealth 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 		$717K Sell
26,208
-11,700
-31% -$425K 0.18% 83
2026
Q1 		$1.58M Sell
37,908
-4,750
-11% -$151K 0.4% 45
2025
Q4 		$997K Sell
42,658
-33,548
-44% -$771K 0.26% 67
2025
Q3 		$1.75M Sell
76,206
-19,195
-20% -$478K 0.48% 32
2025
Q2 		$2.53M Sell
95,401
-21,670
-19% -$630K 0.76% 25
2025
Q1 		$4.09M Buy
117,071
+12,510
+12% +$480K 1.27% 16
2024
Q4 		$4.2M Buy
104,561
+30,045
+40% +$1.4M 1.28% 15
2024
Q3 		$4.07M Buy
74,516
+1,340
+2% +$70.7K 1.25% 17
2024
Q2 		$3.88M Sell
73,176
-400
-0.5% -$22.9K 1.23% 18
2024
Q1 		$4.26M Sell
73,576
-2,650
-3% -$146K 1.37% 17
2023
Q4 		$4.18M Buy
76,226
+7,121
+10% +$364K 1.45% 17
2023
Q3 		$3.56M Sell
69,105
-600
-0.9% -$32.2K 1.33% 18
2023
Q2 		$3.71M Buy
69,705
+2,000
+3% +$106K 1.26% 18
2023
Q1 		$3.71M Sell
67,705
-3,060
-4% -$172K 1.37% 19
2022
Q4 		$3.57M Sell
70,765
-13,594
-16% -$664K 1.3% 21
2022
Q3 		$3.71M Buy
84,359
+307
+0.4% +$15.6K 1.37% 21
2022
Q2 		$4.34M Buy
84,052
+1,777
+2% +$114K 1.4% 20
2022
Q1 		$5.24M Buy
82,275
+3,048
+4% +$184K 1.42% 21
2021
Q4 		$4.49M Buy
79,227
+2,774
+4% +$158K 1.31% 21
2021
Q3 		$4.4M Buy
76,453
+27,921
+58% +$1.71M 1.42% 21
2021
Q2 		$3.07M Hold
48,532
– – 1.05% 23
2021
Q1 		$3.1M Buy
48,532
+12,518
+35% +$749K 1.15% 21
2020
Q4 		$2M Buy
36,014
+17
+0% +$878 0.82% 23
2020
Q3 		$1.69M Sell
35,997
-547
-1% -$24.6K 0.76% 25
2020
Q2 		$1.49M Sell
36,544
-16
-0% -$586 0.68% 27
2020
Q1 		$1.07M Buy
36,560
+6,196
+20% +$263K 0.58% 30
2019
Q4 		$1.66M Sell
30,364
-681
-2% -$35.2K 0.75% 27
2019
Q3 		$1.48M Buy
31,045
+17,171
+124% +$804K 0.72% 26
2019
Q2 		$684K Buy
+13,874
New +$732K 0.32% 60

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

Buckley Wealth Management's DOW Position: Q2 2026 in Review

Buckley Wealth Management reduced its Dow Inc (DOW) stake by 31% in Q2 2026, selling an estimated $425K and leaving 26,208 shares worth $717K. The position accounts for 0.18% of the portfolio, ranked #83.

Buckley Wealth Management first reported a position in DOW in Q2 2019 and has held it in 29 quarters since. The position peaked at $5.24M in Q1 2022. 1,195 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Buckley Wealth Management held 26,208 shares of Dow Inc worth $717K as of Q2 2026.
  • Buckley Wealth Management sold 11,700 Dow Inc shares in Q2 2026, an estimated $425K.
  • Dow Inc made up 0.18% of Buckley Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Buckley Wealth Management first reported a position in Dow Inc in Q2 2019 and has held it in 29 quarters since.
  • Buckley Wealth Management's Dow Inc position peaked at $5.24M in Q1 2022.
  • 1,195 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Buckley Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.