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Lynch & Associates’s Dow Inc DOW Stock Holding History

Lynch & Associates’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
Q4 		– Sell
-14,050
Closed -$322K – 125
2025
Q3 		$322K Sell
14,050
-25,553
-65% -$637K 0.06% 112
2025
Q2 		$1.05M Sell
39,603
-17,763
-31% -$517K 0.21% 77
2025
Q1 		$2M Sell
57,366
-8,964
-14% -$344K 0.43% 58
2024
Q4 		$2.66M Sell
66,330
-11,688
-15% -$545K 0.58% 47
2024
Q3 		$4.26M Sell
78,018
-1,764
-2% -$93.1K 0.9% 35
2024
Q2 		$4.23M Buy
79,782
+2,281
+3% +$130K 0.95% 33
2024
Q1 		$4.49M Sell
77,501
-5,821
-7% -$322K 1.04% 32
2023
Q4 		$4.57M Sell
83,322
-706
-0.8% -$36.1K 1.11% 31
2023
Q3 		$4.33M Sell
84,028
-3,618
-4% -$194K 1.14% 29
2023
Q2 		$4.67M Sell
87,646
-5,000
-5% -$266K 1.19% 29
2023
Q1 		$5.08M Sell
92,646
-4,376
-5% -$246K 1.33% 27
2022
Q4 		$4.89M Sell
97,022
-4,118
-4% -$201K 1.28% 26
2022
Q3 		$4.44M Buy
101,140
+1,839
+2% +$93.2K 1.3% 27
2022
Q2 		$5.13M Buy
99,301
+1,514
+2% +$97K 1.39% 25
2022
Q1 		$6.23M Buy
97,787
+2,887
+3% +$174K 1.51% 22
2021
Q4 		$5.38M Sell
94,900
-633
-0.7% -$36.1K 1.27% 29
2021
Q3 		$5.5M Buy
95,533
+30
+0% +$1.84K 1.42% 24
2021
Q2 		$6.04M Buy
95,503
+791
+0.8% +$52.2K 1.55% 21
2021
Q1 		$6.06M Sell
94,712
-1,215
-1% -$72.7K 1.64% 21
2020
Q4 		$5.32M Sell
95,927
-1,964
-2% -$101K 1.45% 22
2020
Q3 		$4.61M Buy
97,891
+1,151
+1% +$51.7K 1.38% 22
2020
Q2 		$3.94M Buy
96,740
+3,040
+3% +$111K 1.28% 26
2020
Q1 		$2.74M Buy
93,700
+1,192
+1% +$50.7K 1.01% 31
2019
Q4 		$5.06M Buy
92,508
+6,728
+8% +$348K 1.46% 29
2019
Q3 		$4.09M Sell
85,780
-2,445
-3% -$114K 1.25% 31
2019
Q2 		$4.35M Buy
+88,225
New +$4.66M 1.41% 28

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 $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lynch & Associates's DOW Position: Q4 2025 in Review

Lynch & Associates sold out of Dow Inc (DOW) in Q4 2025, closing a stake of 14,050 shares — an estimated $322K sold.

Lynch & Associates first reported a position in DOW in Q2 2019 and held it in 26 quarters. The position peaked at $6.23M in Q1 2022. 1,122 funds tracked by Wall St. Rank hold DOW as of Q4 2025.

  • Lynch & Associates reported no remaining Dow Inc position as of Q4 2025 after selling out during the quarter.
  • Lynch & Associates sold 14,050 Dow Inc shares in Q4 2025, an estimated $322K.
  • Lynch & Associates first reported a position in Dow Inc in Q2 2019 and held it in 26 quarters.
  • Lynch & Associates's Dow Inc position peaked at $6.23M in Q1 2022.
  • 1,122 funds tracked by Wall St. Rank held Dow Inc as of Q4 2025.

Based on Lynch & Associates's 13F filing for Q4 2025, filed 7 Jan 2026.