Beaumont Financial Advisors’s Automatic Data Processing ADP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $925K | Sell |
4,131
-331
| -7% | -$70.8K | 0.06% | 175 |
|
|
2026
Q1 | $907K | Buy |
4,462
+183
| +4% | +$42K | 0.06% | 173 |
|
|
2025
Q4 | $1.1M | Sell |
4,279
-30
| -0.7% | -$7.99K | 0.07% | 157 |
|
|
2025
Q3 | $1.26M | Buy |
4,309
+558
| +15% | +$168K | 0.08% | 141 |
|
|
2025
Q2 | $1.16M | Buy |
3,751
+145
| +4% | +$44.5K | 0.08% | 139 |
|
|
2025
Q1 | $1.1M | Buy |
3,606
+367
| +11% | +$111K | 0.09% | 136 |
|
|
2024
Q4 | $948K | Buy |
3,239
+1,032
| +47% | +$305K | 0.07% | 151 |
|
|
2024
Q3 | $611K | Sell |
2,207
-685
| -24% | -$179K | 0.05% | 190 |
|
|
2024
Q2 | $690K | Sell |
2,892
-126
| -4% | -$30.9K | 0.06% | 177 |
|
|
2024
Q1 | $754K | Sell |
3,018
-59
| -2% | -$14.4K | 0.06% | 168 |
|
|
2023
Q4 | $717K | Sell |
3,077
-1,253
| -29% | -$292K | 0.07% | 164 |
|
|
2023
Q3 | $1.04M | Buy |
4,330
+68
| +2% | +$16.6K | 0.1% | 119 |
|
|
2023
Q2 | $937K | Buy |
4,262
+55
| +1% | +$11.9K | 0.09% | 143 |
|
|
2023
Q1 | $937K | Buy |
4,207
+28
| +0.7% | +$6.32K | 0.09% | 127 |
|
|
2022
Q4 | $998K | Sell |
4,179
-259
| -6% | -$63.6K | 0.1% | 123 |
|
|
2022
Q3 | $1M | Sell |
4,438
-36
| -0.8% | -$8.49K | 0.1% | 115 |
|
|
2022
Q2 | $940K | Sell |
4,474
-617
| -12% | -$135K | 0.08% | 128 |
|
|
2022
Q1 | $1.16M | Buy |
5,091
+1,510
| +42% | +$323K | 0.09% | 144 |
|
|
2021
Q4 | $883K | Sell |
3,581
-331
| -8% | -$74.9K | 0.06% | 159 |
|
|
2021
Q3 | $780K | Sell |
3,912
-528
| -12% | -$109K | 0.06% | 159 |
|
|
2021
Q2 | $880K | Hold |
4,440
| – | – | 0.07% | 156 |
|
|
2021
Q1 | $836K | Sell |
4,440
-800
| -15% | -$139K | 0.07% | 158 |
|
|
2020
Q4 | $923K | Buy |
5,240
+1,854
| +55% | +$304K | 0.08% | 144 |
|
|
2020
Q3 | $472K | Sell |
3,386
-300
| -8% | -$42K | 0.05% | 200 |
|
|
2020
Q2 | $549K | Sell |
3,686
-179
| -5% | -$25.6K | 0.06% | 174 |
|
|
2020
Q1 | $528K | Sell |
3,865
-130
| -3% | -$20.9K | 0.07% | 135 |
|
|
2019
Q4 | $681K | Buy |
3,995
+65
| +2% | +$10.8K | 0.07% | 155 |
|
|
2019
Q3 | $634K | Buy |
3,930
+16
| +0.4% | +$2.64K | 0.06% | 154 |
|
|
2019
Q2 | $647K | Buy |
3,914
+500
| +15% | +$81.2K | 0.07% | 138 |
|
|
2019
Q1 | $545K | Sell |
3,414
-320
| -9% | -$46.5K | 0.06% | 146 |
|
|
2018
Q4 | $490K | Sell |
3,734
-73
| -2% | -$10.3K | 0.08% | 125 |
|
|
2018
Q3 | $573K | Buy |
3,807
+891
| +31% | +$126K | 0.06% | 136 |
|
|
2018
Q2 | $391K | Buy |
2,916
+5
| +0.2% | +$634 | 0.04% | 146 |
|
|
2018
Q1 | $330K | Buy |
2,911
+355
| +14% | +$41.4K | 0.04% | 163 |
|
|
2017
Q4 | $299K | Buy |
2,556
+1
| +0% | +$114 | 0.04% | 150 |
|
|
2017
Q3 | $279K | Sell |
2,555
-52
| -2% | -$5.57K | 0.03% | 150 |
|
|
2017
Q2 | $267K | Buy |
2,607
+401
| +18% | +$40.6K | 0.03% | 154 |
|
|
2017
Q1 | $226K | Buy |
+2,206
| New | +$225K | 0.03% | 168 |
|
|
2014
Q1 | – | Sell |
-2,902
| Closed | -$206K | – | 129 |
|
|
2013
Q4 | $206K | Buy |
+2,902
| New | +$195K | 0.02% | 138 |
|
Other funds holding ADP
Beaumont Financial Advisors's ADP Position: Q2 2026 in Review
Beaumont Financial Advisors reduced its Automatic Data Processing (ADP) stake by 7.4% in Q2 2026, selling an estimated $70.8K and leaving 4,131 shares worth $925K. The position accounts for 0.06% of the portfolio, ranked #175.
Beaumont Financial Advisors first reported a position in ADP in Q4 2013 and has held it in 39 quarters since. The position peaked at $1.26M in Q3 2025. 2,280 funds tracked by Wall St. Rank hold ADP as of Q2 2026.
- Beaumont Financial Advisors held 4,131 shares of Automatic Data Processing worth $925K as of Q2 2026.
- Beaumont Financial Advisors sold 331 Automatic Data Processing shares in Q2 2026, an estimated $70.8K.
- Automatic Data Processing made up 0.06% of Beaumont Financial Advisors's portfolio in Q2 2026, its #175 holding.
- Beaumont Financial Advisors first reported a position in Automatic Data Processing in Q4 2013 and has held it in 39 quarters since.
- Beaumont Financial Advisors's Automatic Data Processing position peaked at $1.26M in Q3 2025.
- 2,280 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.
Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.