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MBM Wealth Consultants’s Dow Inc DOW Stock Holding History

MBM Wealth Consultants’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
Q2 		– Sell
-77
Closed -$3.21K – 193
2026
Q1 		$3.21K Buy
+77
New +$2.44K ﹤0.01% 288
2025
Q3 		– Sell
-9,230
Closed -$244K – 109
2025
Q2 		$244K Buy
9,230
+1,952
+27% +$56.8K 0.07% 103
2025
Q1 		$254K Buy
7,278
+1,283
+21% +$49.3K 0.08% 101
2024
Q4 		$237K Buy
5,995
+614
+11% +$28.6K 0.07% 102
2024
Q3 		$294K Buy
5,381
+105
+2% +$5.54K 0.09% 86
2024
Q2 		$272K Buy
5,276
+129
+3% +$7.37K 0.09% 85
2024
Q1 		$298K Sell
5,147
-147
-3% -$8.12K 0.1% 78
2023
Q4 		$286K Sell
5,294
-44
-0.8% -$2.25K 0.11% 79
2023
Q3 		$265K Buy
5,338
+258
+5% +$13.9K 0.12% 85
2023
Q2 		$275K Buy
5,080
+1,014
+25% +$53.9K 0.12% 77
2023
Q1 		$291K Hold
4,066
– – 0.12% 75
2022
Q4 		$208K Buy
4,066
+1,048
+35% +$51.2K 0.1% 85
2022
Q3 		$137K Buy
3,018
+509
+20% +$25.8K 0.07% 89
2022
Q2 		$129K Buy
2,509
+42
+2% +$2.69K 0.06% 94
2022
Q1 		$157K Buy
2,467
+327
+15% +$19.7K 0.07% 106
2021
Q4 		$121K Buy
2,140
+330
+18% +$18.8K 0.05% 117
2021
Q3 		$104K Buy
1,810
+115
+7% +$7.04K 0.05% 128
2021
Q2 		$107K Hold
1,695
– – 0.05% 119
2021
Q1 		$108K Buy
1,695
+390
+30% +$23.3K 0.05% 115
2020
Q4 		$72K Buy
1,305
+290
+29% +$15K 0.04% 120
2020
Q3 		$48K Hold
1,015
– – 0.03% 130
2020
Q2 		$41K Hold
1,015
– – 0.03% 129
2020
Q1 		$30K Hold
1,015
– – 0.02% 127
2019
Q4 		$56K Buy
1,015
+500
+97% +$25.8K 0.04% 118
2019
Q3 		$25K Sell
515
-2,481
-83% -$116K 0.02% 140
2019
Q2 		$149K Buy
+2,996
New +$158K 0.12% 85

Other funds holding DOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

MBM Wealth Consultants's DOW Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Dow Inc (DOW) in Q2 2026, closing a stake of 77 shares — an estimated $3.21K sold.

MBM Wealth Consultants first reported a position in DOW in Q2 2019 and held it in 26 quarters. The position peaked at $298K in Q1 2024. 1,195 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • MBM Wealth Consultants reported no remaining Dow Inc position as of Q2 2026 after selling out during the quarter.
  • MBM Wealth Consultants sold 77 Dow Inc shares in Q2 2026, an estimated $3.21K.
  • MBM Wealth Consultants first reported a position in Dow Inc in Q2 2019 and held it in 26 quarters.
  • MBM Wealth Consultants's Dow Inc position peaked at $298K in Q1 2024.
  • 1,195 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.