DOW β€” DOW CHEM CO

Ownership history in WELCH & FORBES LLC  Β·  100 quarters on record

AI Ownership Summary

WELCH & FORBES LLC reported DOW CHEM CO (DOW) in 100 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows DOW at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DOW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WELCH & FORBES LLC's position in DOW CHEM CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

DOW was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WELCH & FORBES LLC held DOW β€” position size vs. price
% of Fund (quarterly)    DOW price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 12,607 -213 -1.7% 0.00% $289K 2025-11-04 $22.00
2025 Q2 REDUCED 12,820 -1,500 -10.5% 0.00% $339K 2025-08-05 $21.48
2025 Q1 REDUCED 14,320 -1 -0.0% 0.01% $500K 2025-05-02 $28.49
2024 Q4 REDUCED 14,321 -788 -5.2% 0.01% $575K 2025-02-07 $35.48
2024 Q3 REDUCED 15,109 -106 -0.7% 0.01% $825K 2024-11-04 $43.40
2024 Q2 UNCHANGED 15,215 β€” 0% 0.01% $785K 2024-08-02 $46.46
2024 Q1 ADDED 15,215 +999 +7.0% 0.01% $881K 2024-05-03 $50.34
2023 Q4 REDUCED 14,216 -8,133 -36.4% 0.01% $780K 2024-02-06 $47.10
92 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About WELCH & FORBES LLC and DOW

These are the practical questions this page is built to answer before you even open the full history table.

How long has WELCH & FORBES LLC reported owning DOW?

WELCH & FORBES LLC reported DOW across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported DOW position in WELCH & FORBES LLC's portfolio?

The largest reported portfolio weight for DOW was 0.01% in 2024 Q1.

What is the latest reported DOW position on this page?

The most recent filing on this page is 2025 Q3, when WELCH & FORBES LLC reported 12,607 shares, equal to 0.00% of portfolio, with an estimated market value of $289K.

What does the chart on this DOW ownership page compare?

The chart compares WELCH & FORBES LLC's quarterly DOW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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