Lloyd Advisory Services’s Dow Inc DOW Stock Holding History

Lloyd Advisory Services’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	–	Sell	-300	Closed	-$7.01K	–	896
2025 Q4	$7.01K	Buy	+300	New	+$6.9K	﹤0.01%	408
2024 Q1	–	Sell	-4,778	Closed	-$262K	–	137
2023 Q4	$262K	Buy	+4,778	New	+$244K	0.12%	103
2022 Q2	–	Sell	-1,156	Closed	-$74K	–	190
2022 Q1	$74K	Buy	1,156 +704	+156%	+$42.5K	0.03%	189
2021 Q4	$26K	Buy	+452	New	+$25.8K	0.01%	269
2020 Q1	–	Sell	-53	Closed	-$3K	–	301
2019 Q4	$3K	Buy	+53	New	+$2.74K	﹤0.01%	273

Other funds holding DOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lloyd Advisory Services's DOW Position: Q1 2026 in Review

Lloyd Advisory Services sold out of Dow Inc (DOW) in Q1 2026, closing a stake of 300 shares — an estimated $7.01K sold.

Lloyd Advisory Services first reported a position in DOW in Q4 2019 and held it in 5 quarters. The position peaked at $262K in Q4 2023. 1,317 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

Lloyd Advisory Services reported no remaining Dow Inc position as of Q1 2026 after selling out during the quarter.
Lloyd Advisory Services sold 300 Dow Inc shares in Q1 2026, an estimated $7.01K.
Lloyd Advisory Services first reported a position in Dow Inc in Q4 2019 and held it in 5 quarters.
Lloyd Advisory Services's Dow Inc position peaked at $262K in Q4 2023.
1,317 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.