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LMG Wealth Partners’s Dow Inc DOW Stock Holding History

LMG Wealth Partners’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
-28,628
Closed -$1.15M – 133
2024
Q4 		$1.15M Buy
28,628
+1,217
+4% +$56.8K 0.25% 85
2024
Q3 		$1.5M Buy
27,411
+4,174
+18% +$220K 0.34% 71
2024
Q2 		$1.23M Buy
23,237
+1,488
+7% +$85K 0.31% 73
2024
Q1 		$1.26M Buy
21,749
+14,040
+182% +$776K 0.32% 70
2023
Q4 		$423K Sell
7,709
-47
-0.6% -$2.4K 0.12% 78
2023
Q3 		$400K Buy
7,756
+3
+0% +$161 0.12% 78
2023
Q2 		$413K Buy
7,753
+2
+0% +$106 0.13% 80
2023
Q1 		$425K Buy
7,751
+3
+0% +$169 0.14% 80
2022
Q4 		$445K Buy
+7,748
New +$379K 0.15% 79

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LMG Wealth Partners's DOW Position: Q1 2025 in Review

LMG Wealth Partners sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 28,628 shares — an estimated $1.15M sold.

LMG Wealth Partners first reported a position in DOW in Q4 2022 and held it in 9 quarters. The position peaked at $1.5M in Q3 2024. 1,344 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

  • LMG Wealth Partners reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
  • LMG Wealth Partners sold 28,628 Dow Inc shares in Q1 2025, an estimated $1.15M.
  • LMG Wealth Partners first reported a position in Dow Inc in Q4 2022 and held it in 9 quarters.
  • LMG Wealth Partners's Dow Inc position peaked at $1.5M in Q3 2024.
  • 1,344 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on LMG Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.