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 Q2	$721K	Sell	9,442 -165	-2%	-$12.6K	0.18%	125
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

Other funds holding ADM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s ADM Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) reduced its Archer Daniels Midland (ADM) stake by 1.7% in Q2 2026, selling an estimated $12.6K and leaving 9,442 shares worth $721K. The position accounts for 0.18% of the portfolio, ranked #125.

Heritage Wealth Management (Ohio) first reported a position in ADM in Q2 2024 and has held it in 9 quarters since. The position peaked at $974K in Q2 2024. 1,160 funds tracked by Wall St. Rank hold ADM as of Q2 2026.

Heritage Wealth Management (Ohio) held 9,442 shares of Archer Daniels Midland worth $721K as of Q2 2026.
Heritage Wealth Management (Ohio) sold 165 Archer Daniels Midland shares in Q2 2026, an estimated $12.6K.
Archer Daniels Midland made up 0.18% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #125 holding.
Heritage Wealth Management (Ohio) first reported a position in Archer Daniels Midland in Q2 2024 and has held it in 9 quarters since.
Heritage Wealth Management (Ohio)'s Archer Daniels Midland position peaked at $974K in Q2 2024.
1,160 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.