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Linscomb Wealth’s Dow Inc DOW Stock Holding History

Linscomb Wealth’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 		$263K Sell
6,317
-2,325
-27% -$73.7K 0.01% 304
2025
Q4 		$202K Sell
8,642
-6,921
-44% -$159K 0.01% 301
2025
Q3 		$357K Sell
15,563
-128,694
-89% -$3.21M 0.02% 250
2025
Q2 		$3.82M Buy
144,257
+7,523
+6% +$219K 0.18% 115
2025
Q1 		$4.77M Buy
136,734
+6,770
+5% +$260K 0.24% 95
2024
Q4 		$5.22M Sell
129,964
-446
-0.3% -$20.8K 0.26% 90
2024
Q3 		$7.12M Sell
130,410
-2,536
-2% -$134K 0.35% 66
2024
Q2 		$7.05M Buy
132,946
+273
+0.2% +$15.6K 0.36% 68
2024
Q1 		$7.69M Sell
132,673
-3,228
-2% -$178K 0.4% 64
2023
Q4 		$7.45M Sell
135,901
-3,409
-2% -$174K 0.41% 61
2023
Q3 		$7.18M Sell
139,310
-10,514
-7% -$564K 0.42% 58
2023
Q2 		$7.98M Sell
149,824
-7,893
-5% -$420K 0.43% 56
2023
Q1 		$8.65M Buy
157,717
+1,560
+1% +$87.8K 0.45% 57
2022
Q4 		$7.87M Buy
156,157
+192
+0.1% +$9.38K 0.4% 59
2022
Q3 		$6.85M Buy
155,965
+806
+0.5% +$40.9K 0.42% 62
2022
Q2 		$8.01M Buy
155,159
+4,958
+3% +$318K 0.46% 60
2022
Q1 		$9.57M Buy
150,201
+8,040
+6% +$485K 0.46% 56
2021
Q4 		$8.06M Buy
142,161
+4,914
+4% +$280K 0.38% 68
2021
Q3 		$7.9M Sell
137,247
-1,519
-1% -$93K 0.41% 67
2021
Q2 		$8.78M Buy
138,766
+9,512
+7% +$628K 0.45% 61
2021
Q1 		$8.26M Buy
129,254
+5,129
+4% +$307K 0.45% 60
2020
Q4 		$6.89M Buy
124,125
+774
+0.6% +$40K 0.41% 62
2020
Q3 		$5.8M Buy
123,351
+4,015
+3% +$180K 0.4% 64
2020
Q2 		$4.86M Buy
119,336
+33,496
+39% +$1.23M 0.36% 67
2020
Q1 		$2.51M Buy
85,840
+26,512
+45% +$1.13M 0.22% 84
2019
Q4 		$3.25M Buy
59,328
+7,014
+13% +$362K 0.21% 85
2019
Q3 		$2.49M Buy
52,314
+17,837
+52% +$835K 0.2% 80
2019
Q2 		$1.7M Buy
+34,477
New +$1.82M 0.14% 93

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

Linscomb Wealth's DOW Position: Q1 2026 in Review

Linscomb Wealth reduced its Dow Inc (DOW) stake by 27% in Q1 2026, selling an estimated $73.7K and leaving 6,317 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #304.

Linscomb Wealth first reported a position in DOW in Q2 2019 and has held it in 28 quarters since. The position peaked at $9.57M in Q1 2022. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Linscomb Wealth held 6,317 shares of Dow Inc worth $263K as of Q1 2026.
  • Linscomb Wealth sold 2,325 Dow Inc shares in Q1 2026, an estimated $73.7K.
  • Dow Inc made up 0.01% of Linscomb Wealth's portfolio in Q1 2026, its #304 holding.
  • Linscomb Wealth first reported a position in Dow Inc in Q2 2019 and has held it in 28 quarters since.
  • Linscomb Wealth's Dow Inc position peaked at $9.57M in Q1 2022.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.