BHWM
ADAM

Beaird Harris Wealth Management’s Adamas Trust ADAM Stock Holding History

Beaird Harris Wealth Management’s Portfolio ADAM Stock Details ADAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$348 Hold
37
– – ﹤0.01% 623
2026
Q1 		$273 Hold
37
– – ﹤0.01% 611
2025
Q4 		$271 Hold
37
– – ﹤0.01% 635
2025
Q3 		$258 Hold
37
– – ﹤0.01% 653
2025
Q2 		$248 Hold
37
– – ﹤0.01% 615
2025
Q1 		$241 Hold
37
– – ﹤0.01% 500
2024
Q4 		$225 Hold
37
– – ﹤0.01% 492
2024
Q3 		$235 Sell
37
-58
-61% -$373 ﹤0.01% 500
2024
Q2 		$558 Buy
95
+58
+157% +$372 ﹤0.01% 624
2024
Q1 		$267 Hold
37
– – ﹤0.01% 606
2023
Q4 		$316 Buy
37
+3
+9% +$25 ﹤0.01% 582
2023
Q3 		$289 Hold
34
– – ﹤0.01% 425
2023
Q2 		$338 Hold
34
– – ﹤0.01% 430
2023
Q1 		$339 Hold
34
– – ﹤0.01% 451
2022
Q4 		$342 Buy
34
+17
+100% +$181 ﹤0.01% 715
2022
Q3 		$0 Hold
17
– – ﹤0.01% 521
2022
Q2 		$0 Buy
+17
New +$208 ﹤0.01% 539

Other funds holding ADAM

PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Beaird Harris Wealth Management's ADAM Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Adamas Trust (ADAM) position steady in Q2 2026 at 37 shares worth $348. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Beaird Harris Wealth Management first reported a position in ADAM in Q2 2022 and has held it in 17 quarters since. The position peaked at $558 in Q2 2024. 18 funds tracked by Wall St. Rank hold ADAM as of Q2 2026.

  • Beaird Harris Wealth Management held 37 shares of Adamas Trust worth $348 as of Q2 2026.
  • Beaird Harris Wealth Management left its Adamas Trust share count unchanged in Q2 2026.
  • Adamas Trust made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #623 holding.
  • Beaird Harris Wealth Management first reported a position in Adamas Trust in Q2 2022 and has held it in 17 quarters since.
  • Beaird Harris Wealth Management's Adamas Trust position peaked at $558 in Q2 2024.
  • 18 funds tracked by Wall St. Rank held Adamas Trust as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.