Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Dow Inc DOW Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$15.2M Buy
364,850
+300,768
+469% +$9.54M 0.04% 415
2025
Q4 		$1.5M Buy
64,082
+13,789
+27% +$317K ﹤0.01% 1285
2025
Q3 		$1.15M Sell
50,293
-3,936
-7% -$98.1K ﹤0.01% 1331
2025
Q2 		$1.44M Buy
54,229
+9,593
+21% +$279K 0.01% 1081
2025
Q1 		$1.56M Buy
44,636
+4,234
+10% +$163K 0.01% 925
2024
Q4 		$1.62M Buy
40,402
+5,062
+14% +$236K 0.01% 866
2024
Q3 		$1.93M Buy
35,340
+2,083
+6% +$110K 0.01% 716
2024
Q2 		$1.76M Buy
33,257
+797
+2% +$45.5K 0.01% 679
2024
Q1 		$1.88M Buy
32,460
+3,627
+13% +$200K 0.01% 640
2023
Q4 		$1.58M Sell
28,833
-5,668
-16% -$290K 0.01% 633
2023
Q3 		$1.78M Sell
34,501
-675
-2% -$36.2K 0.01% 573
2023
Q2 		$1.87M Buy
35,176
+9,857
+39% +$524K 0.01% 531
2023
Q1 		$1.39M Buy
25,319
+5,071
+25% +$285K 0.01% 562
2022
Q4 		$1.02M Buy
20,248
+1,549
+8% +$75.7K 0.01% 608
2022
Q3 		$821K Buy
18,699
+6,642
+55% +$337K 0.01% 605
2022
Q2 		$622K Sell
12,057
-3,445
-22% -$221K ﹤0.01% 680
2022
Q1 		$988K Buy
15,502
+5,276
+52% +$318K 0.01% 561
2021
Q4 		$580K Buy
+10,226
New +$583K ﹤0.01% 689
2021
Q2 		$482K Hold
7,610
– – ﹤0.01% 687
2021
Q1 		$482K Hold
7,610
– – ﹤0.01% 687
2020
Q4 		$482K Hold
7,610
– – ﹤0.01% 687
2020
Q3 		$482K Hold
7,610
– – ﹤0.01% 687
2020
Q2 		$482K Hold
7,610
– – ﹤0.01% 687
2020
Q1 		$482K Hold
7,610
– – ﹤0.01% 687
2019
Q4 		$482K Hold
7,610
– – ﹤0.01% 687
2019
Q3 		$482K Hold
7,610
– – ﹤0.01% 687
2019
Q2 		$482K Buy
+7,610
New +$402K ﹤0.01% 687

Other funds holding DOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DOW Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Dow Inc (DOW) stake by 469% in Q1 2026, buying an estimated $9.54M and bringing the position to 364,850 shares worth $15.2M. The position accounts for 0.04% of the portfolio, ranked #415.

Carson Wealth (CWM LLC) first reported a position in DOW in Q2 2019 and has held it in 27 quarters since. 1,314 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 364,850 shares of Dow Inc worth $15.2M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 300,768 Dow Inc shares in Q1 2026, an estimated $9.54M.
  • Dow Inc made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #415 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dow Inc in Q2 2019 and has held it in 27 quarters since.
  • 1,314 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.