Capital Wealth Planning’s Archer Daniels Midland ADM Stock Holding History

Capital Wealth Planning’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
2024 Q1	–	Sell	-34,405	Closed	-$2.48M	–	140
2023 Q4	$2.48M	Sell	34,405 -645	-2%	-$47.2K	0.03%	50
2023 Q3	$2.64M	Buy	35,050 +2,560	+8%	+$207K	0.03%	37
2023 Q2	$2.45M	Buy	32,490 +2,315	+8%	+$175K	0.03%	37
2023 Q1	$2.4M	Buy	+30,175	New	+$2.46M	0.03%	36
2020 Q3	–	Sell	-7,668	Closed	-$306K	–	100
2020 Q2	$306K	Sell	7,668 -782	-9%	-$29.3K	0.02%	84
2020 Q1	$297K	Hold	8,450	–	–	0.02%	167
2019 Q4	$392K	Hold	8,450	–	–	0.02%	133
2019 Q3	$343K	Hold	8,450	–	–	0.02%	173
2019 Q2	$345K	Buy	8,450 +782	+10%	+$32.4K	0.03%	166
2019 Q1	$331K	Sell	7,668 -12,005	-61%	-$513K	0.22%	50
2018 Q4	$806K	Hold	19,673	–	–	0.53%	33
2018 Q3	$988K	Hold	19,673	–	–	0.67%	34
2018 Q2	$901K	Hold	19,673	–	–	0.63%	37
2018 Q1	$854K	Buy	19,673 +7,668	+64%	+$323K	0.59%	34
2017 Q4	$481K	Sell	12,005 -7,668	-39%	-$315K	0.66%	14
2017 Q3	$836K	Hold	19,673	–	–	0.66%	31
2017 Q2	$814K	Hold	19,673	–	–	0.13%	54
2017 Q1	$906K	Hold	19,673	–	–	0.77%	26
2016 Q4	$898K	Hold	19,673	–	–	0.79%	26
2016 Q3	$829K	Hold	19,673	–	–	0.64%	26
2016 Q2	$839K	Hold	19,673	–	–	0.63%	33
2016 Q1	$714K	Hold	19,673	–	–	0.51%	37
2015 Q4	$721K	Hold	19,673	–	–	0.66%	37
2015 Q3	$816K	Hold	19,673	–	–	0.65%	37
2015 Q2	$949K	Hold	19,673	–	–	0.57%	44
2015 Q1	$932K	Buy	+19,673	New	+$937K	0.49%	47

Other funds holding ADM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Norges Bank Oslo, Norway $935B AUM

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

Capital Wealth Planning's ADM Position: Q1 2024 in Review

Capital Wealth Planning sold out of Archer Daniels Midland (ADM) in Q1 2024, closing a stake of 34,405 shares — an estimated $2.48M sold.

Capital Wealth Planning first reported a position in ADM in Q1 2015 and held it in 26 quarters. The position peaked at $2.64M in Q3 2023. 1,051 funds tracked by Wall St. Rank hold ADM as of Q1 2024.

Capital Wealth Planning reported no remaining Archer Daniels Midland position as of Q1 2024 after selling out during the quarter.
Capital Wealth Planning sold 34,405 Archer Daniels Midland shares in Q1 2024, an estimated $2.48M.
Capital Wealth Planning first reported a position in Archer Daniels Midland in Q1 2015 and held it in 26 quarters.
Capital Wealth Planning's Archer Daniels Midland position peaked at $2.64M in Q3 2023.
1,051 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q1 2024.

Based on Capital Wealth Planning's 13F filing for Q1 2024, filed 7 May 2024.