L.M. Kohn & Company’s Dow Inc DOW Stock Holding History

L.M. Kohn & Company’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
2025 Q1	–	Sell	-5,859	Closed	-$235K	–	279
2024 Q4	$235K	Sell	5,859 -438	-7%	-$20.4K	0.06%	226
2024 Q3	$344K	Buy	6,297 +258	+4%	+$13.6K	0.09%	188
2024 Q2	$320K	Buy	6,039 +131	+2%	+$7.48K	0.09%	196
2024 Q1	$342K	Sell	5,908 -11	-0.2%	-$608	0.1%	183
2023 Q4	$325K	Buy	5,919 +298	+5%	+$15.2K	0.1%	171
2023 Q3	$290K	Sell	5,621 -171	-3%	-$9.18K	0.11%	172
2023 Q2	$308K	Buy	5,792 +360	+7%	+$19.1K	0.12%	164
2023 Q1	$298K	Sell	5,432 -70	-1%	-$3.94K	0.12%	163
2022 Q4	$277K	Sell	5,502 -864	-14%	-$42.2K	0.13%	162
2022 Q3	$280K	Sell	6,366 -1	-0%	-$51	0.14%	157
2022 Q2	$329K	Buy	6,367 +441	+7%	+$28.2K	0.15%	157
2022 Q1	$378K	Buy	+5,926	New	+$357K	0.15%	162

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return