Balyasny Asset Management’s Archer Daniels Midland ADM Stock Holding History

Balyasny Asset Management’s Portfolio ADM Stock Details ADM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10,000	Closed	-$575K	–	2818
2025 Q4	$575K	Hold	10,000	–	–	﹤0.01%	2465
2025 Q3	$597K	Hold	10,000	–	–	﹤0.01%	2315
2025 Q2	$528K	Hold	10,000	–	–	﹤0.01%	2274
2025 Q1	$480K	Hold	10,000	–	–	﹤0.01%	2284
2024 Q4	$505K	Buy	10,000 +4,800	+92%	+$260K	﹤0.01%	2192
2024 Q3	$311K	Hold	5,200	–	–	﹤0.01%	2445
2024 Q2	$314K	Buy	+5,200	New	+$319K	﹤0.01%	2215
2024 Q1	–	Sell	-125,000	Closed	-$9.03M	–	2562
2023 Q4	$9.03M	Sell	125,000 -125,000	-50%	-$9.15M	0.02%	906
2023 Q3	$18.9M	Buy	+250,000	New	+$20.3M	0.04%	591
2022 Q3	–	Sell	-10,000	Closed	-$776K	–	2809
2022 Q2	$776K	Buy	+10,000	New	+$874K	﹤0.01%	1845
2017 Q1	–	Sell	-150,000	Closed	-$6.85M	–	1563
2016 Q4	$6.85M	Buy	+150,000	New	+$6.64M	0.04%	603

Other funds holding ADM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Balyasny Asset Management's ADM Position: Q1 2026 in Review

Balyasny Asset Management reduced its Archer Daniels Midland (ADM) stake by 1% in Q1 2026, selling an estimated $5.13K and leaving 7,185 shares worth $522K. The position accounts for ﹤0.01% of the portfolio, ranked #2347.

Balyasny Asset Management first reported a position in ADM in Q1 2014 and has held it in 33 quarters since. The position peaked at $71.2M in Q1 2018. 1,107 funds tracked by Wall St. Rank hold ADM as of Q1 2026.

Balyasny Asset Management held 7,185 shares of Archer Daniels Midland worth $522K as of Q1 2026.
Balyasny Asset Management sold 76 Archer Daniels Midland shares in Q1 2026, an estimated $5.13K.
Archer Daniels Midland made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #2347 holding.
Balyasny Asset Management first reported a position in Archer Daniels Midland in Q1 2014 and has held it in 33 quarters since.
Balyasny Asset Management's Archer Daniels Midland position peaked at $71.2M in Q1 2018.
1,107 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.