BKM Wealth Management’s Automatic Data Processing ADP Stock Holding History

BKM Wealth Management’s Portfolio ADP Stock Details ADP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,507	Closed	-$442K	–	147
2025 Q3	$442K	Sell	1,507 -937	-38%	-$282K	0.16%	107
2025 Q2	$754K	Sell	2,444 -3,392	-58%	-$1.04M	0.29%	82
2025 Q1	$1.78M	Buy	5,836 +690	+13%	+$208K	0.73%	43
2024 Q4	$1.51M	Sell	5,146 -485	-9%	-$143K	0.62%	52
2024 Q3	$1.56M	Buy	5,631 +804	+17%	+$210K	0.63%	48
2024 Q2	$1.15M	Sell	4,827 -2,828	-37%	-$694K	0.55%	57
2024 Q1	$1.91M	Buy	7,655 +903	+13%	+$221K	0.82%	33
2023 Q4	$1.57M	Buy	+6,752	New	+$1.57M	0.67%	40

Other funds holding ADP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BKM Wealth Management's ADP Position: Q4 2025 in Review

BKM Wealth Management sold out of Automatic Data Processing (ADP) in Q4 2025, closing a stake of 1,507 shares — an estimated $442K sold.

BKM Wealth Management first reported a position in ADP in Q4 2023 and held it in 8 quarters. The position peaked at $1.91M in Q1 2024. 2,400 funds tracked by Wall St. Rank hold ADP as of Q4 2025.

BKM Wealth Management reported no remaining Automatic Data Processing position as of Q4 2025 after selling out during the quarter.
BKM Wealth Management sold 1,507 Automatic Data Processing shares in Q4 2025, an estimated $442K.
BKM Wealth Management first reported a position in Automatic Data Processing in Q4 2023 and held it in 8 quarters.
BKM Wealth Management's Automatic Data Processing position peaked at $1.91M in Q1 2024.
2,400 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2025.

Based on BKM Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.