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William B. Walkup & Associates’s Dow Inc DOW Stock Holding History

William B. Walkup & 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
2026
Q2 		$248K Sell
9,059
-2,546
-22% -$92.4K 0.12% 81
2026
Q1 		$405K Buy
11,605
+6
+0.1% +$190 0.24% 67
2025
Q4 		$271K Hold
11,599
– – 0.15% 79
2025
Q3 		$266K Sell
11,599
-6
-0.1% -$149 0.14% 77
2025
Q2 		$307K Hold
11,605
– – 0.18% 77
2025
Q1 		$405K Buy
11,605
+373
+3% +$14.3K 0.25% 66
2024
Q4 		$451K Hold
11,232
– – 0.29% 66
2024
Q3 		$614K Sell
11,232
-91
-0.8% -$4.8K 0.38% 60
2024
Q2 		$601K Buy
+11,323
New +$647K 0.39% 59

Other funds holding DOW

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

William B. Walkup & Associates's DOW Position: Q2 2026 in Review

William B. Walkup & Associates reduced its Dow Inc (DOW) stake by 22% in Q2 2026, selling an estimated $92.4K and leaving 9,059 shares worth $248K. The position accounts for 0.12% of the portfolio, ranked #81.

William B. Walkup & Associates first reported a position in DOW in Q2 2024 and has held it in 9 quarters since. The position peaked at $614K in Q3 2024. 497 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • William B. Walkup & Associates held 9,059 shares of Dow Inc worth $248K as of Q2 2026.
  • William B. Walkup & Associates sold 2,546 Dow Inc shares in Q2 2026, an estimated $92.4K.
  • Dow Inc made up 0.12% of William B. Walkup & Associates's portfolio in Q2 2026, its #81 holding.
  • William B. Walkup & Associates first reported a position in Dow Inc in Q2 2024 and has held it in 9 quarters since.
  • William B. Walkup & Associates's Dow Inc position peaked at $614K in Q3 2024.
  • 497 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.