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

Heritage 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
Q1 		– Sell
-90
Closed -$5.17K – 679
2025
Q4 		$5.17K Hold
90
– – ﹤0.01% 491
2025
Q3 		$5.38K Hold
90
– – ﹤0.01% 470
2025
Q2 		$4.75K Hold
90
– – ﹤0.01% 465
2025
Q1 		$4.32K Sell
90
-767
-89% -$37.1K ﹤0.01% 464
2024
Q4 		$43.3K Sell
857
-49
-5% -$2.65K ﹤0.01% 322
2024
Q3 		$54.1K Buy
906
+6
+0.7% +$366 ﹤0.01% 320
2024
Q2 		$54.4K Sell
900
-300
-25% -$18.4K ﹤0.01% 300
2024
Q1 		$75.4K Sell
1,200
-145
-11% -$8.51K ﹤0.01% 291
2023
Q4 		$97.1K Buy
1,345
+250
+23% +$18.3K ﹤0.01% 270
2023
Q3 		$82.6K Hold
1,095
– – ﹤0.01% 265
2023
Q2 		$82.7K Sell
1,095
-800
-42% -$60.6K ﹤0.01% 272
2023
Q1 		$151K Hold
1,895
– – 0.01% 228
2022
Q4 		$176K Hold
1,895
– – 0.01% 223
2022
Q3 		$152K Hold
1,895
– – 0.01% 220
2022
Q2 		$147K Buy
+1,895
New +$166K 0.01% 230
2016
Q3 		– Sell
-5,625
Closed -$242K – 86
2016
Q2 		$242K Hold
5,625
– – 0.16% 82
2016
Q1 		$204K Hold
5,625
– – 0.16% 81
2015
Q4 		$206K Sell
5,625
-390
-6% -$15.6K 0.17% 77
2015
Q3 		$247K Sell
6,015
-135
-2% -$6.17K 0.21% 64
2015
Q2 		$295K Hold
6,150
– – 0.24% 68
2015
Q1 		$291K Buy
6,150
+525
+9% +$25K 0.24% 71
2014
Q4 		$293K Buy
+5,625
New +$280K 0.26% 70

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
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Vanguard Portfolio Management
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Heritage Wealth Advisors's ADM Position: Q1 2026 in Review

Heritage Wealth Advisors sold out of Archer Daniels Midland (ADM) in Q1 2026, closing a stake of 90 shares — an estimated $5.17K sold.

Heritage Wealth Advisors first reported a position in ADM in Q4 2014 and held it in 22 quarters. The position peaked at $295K in Q2 2015. 1,115 funds tracked by Wall St. Rank hold ADM as of Q1 2026.

  • Heritage Wealth Advisors reported no remaining Archer Daniels Midland position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 90 Archer Daniels Midland shares in Q1 2026, an estimated $5.17K.
  • Heritage Wealth Advisors first reported a position in Archer Daniels Midland in Q4 2014 and held it in 22 quarters.
  • Heritage Wealth Advisors's Archer Daniels Midland position peaked at $295K in Q2 2015.
  • 1,115 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.