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Widmann Financial Services’s Dow Inc DOW Stock Holding History

Widmann Financial 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 		$503K Sell
12,083
-66
-0.5% -$2.09K 0.3% 72
2025
Q4 		$284K Sell
12,149
-481
-4% -$11.1K 0.17% 95
2025
Q3 		$290K Sell
12,630
-389
-3% -$9.69K 0.18% 91
2025
Q2 		$345K Sell
13,019
-910
-7% -$26.5K 0.24% 78
2025
Q1 		$486K Sell
13,929
-803
-5% -$30.8K 0.38% 63
2024
Q4 		$591K Buy
14,732
+500
+4% +$23.3K 0.46% 52
2024
Q3 		$778K Sell
14,232
-350
-2% -$18.5K 0.59% 49
2024
Q2 		$774K Sell
14,582
-85
-0.6% -$4.86K 0.63% 47
2024
Q1 		$850K Sell
14,667
-310
-2% -$17.1K 0.71% 47
2023
Q4 		$821K Sell
14,977
-195
-1% -$9.96K 0.74% 45
2023
Q3 		$782K Buy
15,172
+230
+2% +$12.3K 0.78% 45
2023
Q2 		$796K Sell
14,942
-140
-0.9% -$7.44K 0.76% 42
2023
Q1 		$827K Buy
15,082
+125
+0.8% +$7.03K 0.83% 42
2022
Q4 		$754K Buy
14,957
+1,223
+9% +$59.7K 0.79% 46
2022
Q3 		$603K Buy
13,734
+472
+4% +$23.9K 0.67% 51
2022
Q2 		$684K Buy
13,262
+710
+6% +$45.5K 0.71% 48
2022
Q1 		$799K Buy
12,552
+1,220
+11% +$73.6K 0.71% 46
2021
Q4 		$642K Buy
+11,332
New +$646K 0.53% 49

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

Widmann Financial Services's DOW Position: Q1 2026 in Review

Widmann Financial Services reduced its Dow Inc (DOW) stake by 0.54% in Q1 2026, selling an estimated $2.09K and leaving 12,083 shares worth $503K. The position accounts for 0.3% of the portfolio, ranked #72.

Widmann Financial Services first reported a position in DOW in Q4 2021 and has held it in 18 quarters since. The position peaked at $850K in Q1 2024. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Widmann Financial Services held 12,083 shares of Dow Inc worth $503K as of Q1 2026.
  • Widmann Financial Services sold 66 Dow Inc shares in Q1 2026, an estimated $2.09K.
  • Dow Inc made up 0.3% of Widmann Financial Services's portfolio in Q1 2026, its #72 holding.
  • Widmann Financial Services first reported a position in Dow Inc in Q4 2021 and has held it in 18 quarters since.
  • Widmann Financial Services's Dow Inc position peaked at $850K in Q1 2024.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.