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Heritage Wealth Management (Ohio)’s Archer Daniels Midland ADM Stock Holding History

Heritage Wealth Management (Ohio)’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 		$698K Sell
9,607
-175
-2% -$11.8K 0.35% 76
2025
Q4 		$562K Hold
9,782
– – 0.16% 141
2025
Q3 		$584K Sell
9,782
-225
-2% -$13.2K 0.17% 126
2025
Q2 		$528K Sell
10,007
-575
-5% -$28K 0.17% 130
2025
Q1 		$508K Sell
10,582
-1,010
-9% -$48.8K 0.17% 130
2024
Q4 		$586K Sell
11,592
-3,215
-22% -$174K 0.19% 119
2024
Q3 		$885K Sell
14,807
-1,060
-7% -$64.6K 0.29% 88
2024
Q2 		$974K Buy
+15,867
New +$973K 0.33% 79

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VCM
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VPM
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s ADM Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) reduced its Archer Daniels Midland (ADM) stake by 1.8% in Q1 2026, selling an estimated $11.8K and leaving 9,607 shares worth $698K. The position accounts for 0.35% of the portfolio, ranked #76.

Heritage Wealth Management (Ohio) first reported a position in ADM in Q2 2024 and has held it in 8 quarters since. The position peaked at $974K in Q2 2024. 1,107 funds tracked by Wall St. Rank hold ADM as of Q1 2026.

  • Heritage Wealth Management (Ohio) held 9,607 shares of Archer Daniels Midland worth $698K as of Q1 2026.
  • Heritage Wealth Management (Ohio) sold 175 Archer Daniels Midland shares in Q1 2026, an estimated $11.8K.
  • Archer Daniels Midland made up 0.35% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #76 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Archer Daniels Midland in Q2 2024 and has held it in 8 quarters since.
  • Heritage Wealth Management (Ohio)'s Archer Daniels Midland position peaked at $974K in Q2 2024.
  • 1,107 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.