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EP Wealth Advisors’s Archer Daniels Midland ADM Stock Holding History

EP Wealth Advisors’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
Q2 		$288K Sell
3,765
-806
-18% -$61.4K ﹤0.01% 1321
2026
Q1 		$332K Buy
+4,571
New +$309K ﹤0.01% 1099
2025
Q2 		$264K Buy
4,993
+3
+0.1% +$146 ﹤0.01% 1095
2025
Q1 		$240K Sell
4,990
-2,318
-32% -$112K ﹤0.01% 1038
2024
Q4 		$369K Buy
7,308
+1,101
+18% +$59.6K ﹤0.01% 787
2024
Q3 		$371K Sell
6,207
-4,042
-39% -$246K ﹤0.01% 785
2024
Q2 		$620K Buy
10,249
+1,683
+20% +$103K 0.01% 487
2024
Q1 		$538K Buy
8,566
+80
+0.9% +$4.7K 0.01% 499
2023
Q4 		$613K Buy
8,486
+2,139
+34% +$157K 0.01% 456
2023
Q3 		$479K Buy
6,347
+4,340
+216% +$352K 0.01% 469
2023
Q2 		$504K Sell
2,007
-5,546
-73% -$420K 0.01% 460
2023
Q1 		$602K Sell
7,553
-39,184
-84% -$3.2M 0.01% 385
2022
Q4 		$4.34M Buy
46,737
+11,320
+32% +$1.05M 0.08% 141
2022
Q3 		$2.85M Buy
+35,417
New +$2.92M 0.06% 161
2022
Q2 		– Sell
-3,783
Closed -$341K – 637
2022
Q1 		$341K Sell
3,783
-5
-0.1% -$389 0.01% 465
2021
Q4 		$256K Hold
3,788
– – 0.01% 486
2021
Q3 		$227K Buy
3,788
+21
+0.6% +$1.26K 0.01% 488
2021
Q2 		$228K Buy
+3,767
New +$239K 0.01% 494
2018
Q4 		– Sell
-4,444
Closed -$223K – 261
2018
Q3 		$223K Buy
+4,444
New +$218K 0.02% 257

Other funds holding ADM

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

EP Wealth Advisors's ADM Position: Q2 2026 in Review

EP Wealth Advisors reduced its Archer Daniels Midland (ADM) stake by 18% in Q2 2026, selling an estimated $61.4K and leaving 3,765 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

EP Wealth Advisors first reported a position in ADM in Q3 2018 and has held it in 19 quarters since. The position peaked at $4.34M in Q4 2022. 1,155 funds tracked by Wall St. Rank hold ADM as of Q2 2026.

  • EP Wealth Advisors held 3,765 shares of Archer Daniels Midland worth $288K as of Q2 2026.
  • EP Wealth Advisors sold 806 Archer Daniels Midland shares in Q2 2026, an estimated $61.4K.
  • Archer Daniels Midland made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1321 holding.
  • EP Wealth Advisors first reported a position in Archer Daniels Midland in Q3 2018 and has held it in 19 quarters since.
  • EP Wealth Advisors's Archer Daniels Midland position peaked at $4.34M in Q4 2022.
  • 1,155 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.