WWM
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Western Wealth Management’s Dow Inc DOW Stock Holding History

Western Wealth Management’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 		$791K Buy
18,986
+1,071
+6% +$34K 0.03% 511
2025
Q4 		$419K Buy
17,915
+595
+3% +$13.7K 0.02% 567
2025
Q3 		$397K Sell
17,320
-93
-0.5% -$2.32K 0.02% 506
2025
Q2 		$461K Buy
17,413
+3,154
+22% +$91.8K 0.03% 429
2025
Q1 		$498K Buy
14,259
+3,094
+28% +$119K 0.03% 393
2024
Q4 		$448K Buy
11,165
+339
+3% +$15.8K 0.03% 409
2024
Q3 		$591K Buy
10,826
+3,568
+49% +$188K 0.03% 419
2024
Q2 		$385K Sell
7,258
-451
-6% -$25.8K 0.03% 430
2024
Q1 		$447K Sell
7,709
-166
-2% -$9.17K 0.03% 392
2023
Q4 		$432K Sell
7,875
-615
-7% -$31.4K 0.03% 452
2023
Q3 		$438K Buy
8,490
+2,010
+31% +$108K 0.04% 418
2023
Q2 		$345K Buy
6,480
+346
+6% +$18.4K 0.03% 471
2023
Q1 		$336K Buy
+6,134
New +$345K 0.03% 470
2022
Q4 		– Sell
-7,241
Closed -$318K – 645
2022
Q3 		$318K Sell
7,241
-98
-1% -$4.97K 0.02% 616
2022
Q2 		$378K Sell
7,339
-522
-7% -$33.4K 0.02% 543
2022
Q1 		$500K Buy
7,861
+3,696
+89% +$223K 0.02% 529
2021
Q4 		$236K Buy
+4,165
New +$237K 0.02% 538
2021
Q2 		$566K Buy
8,970
+1,968
+28% +$130K 0.06% 332
2021
Q1 		$448K Buy
7,002
+2,763
+65% +$165K 0.06% 305
2020
Q4 		$235K Buy
+4,239
New +$219K 0.03% 409
2020
Q2 		– Sell
-27,059
Closed -$789K – 436
2020
Q1 		$789K Buy
27,059
+20,913
+340% +$889K 0.18% 128
2019
Q4 		$336K Buy
6,146
+12
+0.2% +$620 0.05% 289
2019
Q3 		$290K Buy
6,134
+588
+11% +$27.5K 0.06% 295
2019
Q2 		$272K Buy
+5,546
New +$293K 0.04% 321

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

Western Wealth Management's DOW Position: Q1 2026 in Review

Western Wealth Management increased its Dow Inc (DOW) stake by 6% in Q1 2026, buying an estimated $34K and bringing the position to 18,986 shares worth $791K. The position accounts for 0.03% of the portfolio, ranked #511.

Western Wealth Management first reported a position in DOW in Q2 2019 and has held it in 24 quarters since. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Western Wealth Management held 18,986 shares of Dow Inc worth $791K as of Q1 2026.
  • Western Wealth Management bought 1,071 Dow Inc shares in Q1 2026, an estimated $34K.
  • Dow Inc made up 0.03% of Western Wealth Management's portfolio in Q1 2026, its #511 holding.
  • Western Wealth Management first reported a position in Dow Inc in Q2 2019 and has held it in 24 quarters since.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.