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Carlton Hofferkamp & Jenks Wealth Management’s Dow Inc DOW Stock Holding History

Carlton Hofferkamp & Jenks 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 		$262K Sell
8,399
-140
-2% -$5.08K 0.08% 128
2026
Q1 		$325K Sell
8,539
-888
-9% -$28.2K 0.11% 111
2025
Q4 		$220K Sell
9,427
-7,563
-45% -$174K 0.07% 131
2025
Q3 		$437K Sell
16,990
-5,005
-23% -$125K 0.15% 98
2025
Q2 		$526K Sell
21,995
-1,707
-7% -$49.7K 0.19% 90
2025
Q1 		$651K Sell
23,702
-1,235
-5% -$47.4K 0.27% 78
2024
Q4 		$946K Sell
24,937
-4,026
-14% -$188K 0.35% 64
2024
Q3 		$1.39M Sell
28,963
-1,176
-4% -$62.1K 0.53% 43
2024
Q2 		$1.62M Sell
30,139
-116
-0.4% -$6.63K 0.63% 39
2024
Q1 		$1.71M Sell
30,255
-1,022
-3% -$56.5K 0.72% 35
2023
Q4 		$1.66M Sell
31,277
-111
-0.4% -$5.67K 0.69% 34
2023
Q3 		$1.49M Buy
31,388
+281
+0.9% +$15.1K 0.69% 37
2023
Q2 		$1.7M Sell
31,107
-1,271
-4% -$67.6K 0.75% 31
2023
Q1 		$1.73M Sell
32,378
-518
-2% -$29.1K 0.79% 31
2022
Q4 		$1.94M Buy
32,896
+200
+0.6% +$9.77K 0.85% 27
2022
Q3 		$1.53M Sell
32,696
-528
-2% -$26.8K 0.72% 37
2022
Q2 		$1.71M Buy
33,224
+638
+2% +$40.9K 0.78% 33
2022
Q1 		$2.01M Sell
32,586
-132
-0.4% -$7.96K 0.82% 33
2021
Q4 		$1.87M Buy
32,718
+914
+3% +$52.1K 0.79% 37
2021
Q3 		$1.86M Buy
31,804
+1,314
+4% +$80.4K 0.75% 39
2021
Q2 		$1.83M Buy
30,490
+172
+0.6% +$11.4K 0.79% 35
2021
Q1 		$1.9M Sell
30,318
-107
-0.4% -$6.4K 0.84% 32
2020
Q4 		$1.75M Buy
30,425
+51
+0.2% +$2.63K 0.86% 32
2020
Q3 		$1.59M Buy
30,374
+5,555
+22% +$249K 0.83% 32
2020
Q2 		$1.08M Buy
24,819
+6,400
+35% +$234K 0.62% 45
2020
Q1 		$690K Buy
18,419
+2,852
+18% +$121K 0.42% 56
2019
Q4 		$734K Buy
15,567
+4,437
+40% +$229K 0.41% 61
2019
Q3 		$500K Buy
11,130
+1,185
+12% +$55.5K 0.31% 68
2019
Q2 		$513K Buy
+9,945
New +$525K 0.31% 70

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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CA
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's DOW Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management reduced its Dow Inc (DOW) stake by 1.6% in Q2 2026, selling an estimated $5.08K and leaving 8,399 shares worth $262K. The position accounts for 0.08% of the portfolio, ranked #128.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in DOW in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.01M in Q1 2022. 497 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Carlton Hofferkamp & Jenks Wealth Management held 8,399 shares of Dow Inc worth $262K as of Q2 2026.
  • Carlton Hofferkamp & Jenks Wealth Management sold 140 Dow Inc shares in Q2 2026, an estimated $5.08K.
  • Dow Inc made up 0.08% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #128 holding.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in Dow Inc in Q2 2019 and has held it in 29 quarters since.
  • Carlton Hofferkamp & Jenks Wealth Management's Dow Inc position peaked at $2.01M in Q1 2022.
  • 497 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.