IAM Advisory’s Automatic Data Processing ADP Stock Holding History

IAM Advisory’s Portfolio ADP Stock Details ADP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$819K	Buy	3,658 +12	+0.3%	+$2.56K	0.16%	67
2026 Q1	$741K	Buy	3,646 +51	+1%	+$11.7K	0.17%	69
2025 Q4	$925K	Buy	3,595 +8	+0.2%	+$2.13K	0.21%	63
2025 Q3	$1.05M	Buy	3,587 +4	+0.1%	+$1.2K	0.24%	59
2025 Q2	$1.11M	Buy	3,583 +4	+0.1%	+$1.23K	0.27%	57
2025 Q1	$1.09M	Sell	3,579 -104	-3%	-$31.4K	0.28%	57
2024 Q4	$1.08M	Sell	3,683 -33	-0.9%	-$9.75K	0.27%	58
2024 Q3	$1.03M	Buy	3,716 +5	+0.1%	+$1.31K	0.26%	57
2024 Q2	$886K	Sell	3,711 -10	-0.3%	-$2.46K	0.24%	59
2024 Q1	$929K	Buy	3,721 +28	+0.8%	+$6.84K	0.25%	55
2023 Q4	$860K	Sell	3,693 -3	-0.1%	-$699	0.27%	51
2023 Q3	$889K	Buy	3,696 +119	+3%	+$29K	0.31%	49
2023 Q2	$786K	Buy	3,577 +144	+4%	+$31K	0.27%	48
2023 Q1	$764K	Buy	3,433 +64	+2%	+$14.4K	0.26%	53
2022 Q4	$805K	Buy	3,369 +124	+4%	+$30.4K	0.3%	48
2022 Q3	$734K	Buy	3,245 +259	+9%	+$61.1K	0.31%	48
2022 Q2	$627K	Buy	2,986 +1	+0%	+$219	0.26%	51
2022 Q1	$679K	Hold	2,985	–	–	0.28%	53
2021 Q4	$695K	Buy	2,985 +1	+0%	+$226	0.27%	54
2021 Q3	$608K	Buy	+2,984	New	+$615K	0.26%	56

Other funds holding ADP

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

IAM Advisory's ADP Position: Q2 2026 in Review

IAM Advisory increased its Automatic Data Processing (ADP) stake by 0.33% in Q2 2026, buying an estimated $2.56K and bringing the position to 3,658 shares worth $819K. The position accounts for 0.16% of the portfolio, ranked #67.

IAM Advisory first reported a position in ADP in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.11M in Q2 2025. 2,282 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

IAM Advisory held 3,658 shares of Automatic Data Processing worth $819K as of Q2 2026.
IAM Advisory bought 12 Automatic Data Processing shares in Q2 2026, an estimated $2.56K.
Automatic Data Processing made up 0.16% of IAM Advisory's portfolio in Q2 2026, its #67 holding.
IAM Advisory first reported a position in Automatic Data Processing in Q3 2021 and has held it in 20 quarters since.
IAM Advisory's Automatic Data Processing position peaked at $1.11M in Q2 2025.
2,282 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.