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Jeppson Wealth Management’s Dow Inc DOW Stock Holding History

Jeppson 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
Q1 		$821K Sell
19,700
-95
-0.5% -$3.01K 0.26% 88
2025
Q4 		$463K Buy
19,795
+8,538
+76% +$196K 0.15% 127
2025
Q3 		$258K Sell
11,257
-5,992
-35% -$149K 0.08% 188
2025
Q2 		$457K Sell
17,249
-4,897
-22% -$142K 0.16% 127
2025
Q1 		$773K Sell
22,146
-2,742
-11% -$105K 0.28% 87
2024
Q4 		$999K Sell
24,888
-6,357
-20% -$297K 0.36% 71
2024
Q3 		$1.71M Buy
31,245
+155
+0.5% +$8.18K 0.61% 41
2024
Q2 		$1.65M Sell
31,090
-69
-0.2% -$3.94K 0.63% 40
2024
Q1 		$1.81M Buy
31,159
+6
+0% +$332 0.7% 32
2023
Q4 		$1.71M Sell
31,153
-981
-3% -$50.1K 0.71% 31
2023
Q3 		$1.66M Buy
32,134
+211
+0.7% +$11.3K 0.76% 28
2023
Q2 		$1.7M Buy
31,923
+811
+3% +$43.1K 0.74% 27
2023
Q1 		$1.71M Sell
31,112
-412
-1% -$23.2K 0.74% 29
2022
Q4 		$1.59M Sell
31,524
-1,622
-5% -$79.2K 0.67% 32
2022
Q3 		$1.46M Buy
33,146
+1,524
+5% +$77.3K 0.66% 34
2022
Q2 		$1.63M Buy
31,622
+2,797
+10% +$179K 0.7% 30
2022
Q1 		$1.84M Buy
28,825
+1
+0% +$60 0.86% 28
2021
Q4 		$1.64M Buy
28,824
+2,454
+9% +$140K 0.79% 24
2021
Q3 		$1.52M Buy
26,370
+5,671
+27% +$347K 0.79% 25
2021
Q2 		$1.31M Buy
20,699
+170
+0.8% +$11.2K 0.71% 31
2021
Q1 		$1.31M Sell
20,529
-160
-0.8% -$9.57K 0.78% 29
2020
Q4 		$1.15M Buy
20,689
+35
+0.2% +$1.81K 0.76% 28
2020
Q3 		$972K Buy
+20,654
New +$928K 0.76% 32

Other funds holding DOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Jeppson Wealth Management's DOW Position: Q1 2026 in Review

Jeppson Wealth Management reduced its Dow Inc (DOW) stake by 0.48% in Q1 2026, selling an estimated $3.01K and leaving 19,700 shares worth $821K. The position accounts for 0.26% of the portfolio, ranked #88.

Jeppson Wealth Management first reported a position in DOW in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.84M in Q1 2022. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Jeppson Wealth Management held 19,700 shares of Dow Inc worth $821K as of Q1 2026.
  • Jeppson Wealth Management sold 95 Dow Inc shares in Q1 2026, an estimated $3.01K.
  • Dow Inc made up 0.26% of Jeppson Wealth Management's portfolio in Q1 2026, its #88 holding.
  • Jeppson Wealth Management first reported a position in Dow Inc in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Dow Inc position peaked at $1.84M in Q1 2022.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.