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

Kingswood 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 		$527K Sell
7,252
-240
-3% -$16.2K 0.03% 532
2025
Q4 		$431K Sell
7,492
-193
-3% -$11.5K 0.02% 568
2025
Q3 		$459K Sell
7,685
-2,247
-23% -$131K 0.03% 501
2025
Q2 		$524K Sell
9,932
-3,687
-27% -$179K 0.04% 396
2025
Q1 		$654K Buy
13,619
+738
+6% +$35.7K 0.06% 333
2024
Q4 		$651K Sell
12,881
-8,833
-41% -$478K 0.05% 366
2024
Q3 		$1.3M Buy
21,714
+613
+3% +$37.4K 0.09% 244
2024
Q2 		$1.28M Buy
21,101
+4,746
+29% +$291K 0.11% 190
2024
Q1 		$1.03M Buy
16,355
+4,732
+41% +$278K 0.12% 200
2023
Q4 		$839K Buy
11,623
+1,083
+10% +$79.3K 0.1% 231
2023
Q3 		$795K Buy
10,540
+291
+3% +$23.6K 0.14% 176
2023
Q2 		$774K Buy
+10,249
New +$776K 0.25% 99

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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

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

Kingswood Wealth Advisors reduced its Archer Daniels Midland (ADM) stake by 3.2% in Q1 2026, selling an estimated $16.2K and leaving 7,252 shares worth $527K. The position accounts for 0.03% of the portfolio, ranked #532.

Kingswood Wealth Advisors first reported a position in ADM in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.3M in Q3 2024. 1,107 funds tracked by Wall St. Rank hold ADM as of Q1 2026.

  • Kingswood Wealth Advisors held 7,252 shares of Archer Daniels Midland worth $527K as of Q1 2026.
  • Kingswood Wealth Advisors sold 240 Archer Daniels Midland shares in Q1 2026, an estimated $16.2K.
  • Archer Daniels Midland made up 0.03% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #532 holding.
  • Kingswood Wealth Advisors first reported a position in Archer Daniels Midland in Q2 2023 and has held it in 12 quarters since.
  • Kingswood Wealth Advisors's Archer Daniels Midland position peaked at $1.3M in Q3 2024.
  • 1,107 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.