Lee Johnson Capital Management’s Archer Daniels Midland ADM Stock Holding History

Lee Johnson Capital Management’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	-42,866	Closed	-$2.46M	–	81
2025 Q4	$2.46M	Sell	42,866 -1,507	-3%	-$90.1K	0.85%	33
2025 Q3	$2.65M	Buy	+44,373	New	+$2.6M	0.88%	29
2022 Q2	–	Sell	-11,577	Closed	-$1.04M	–	40
2022 Q1	$1.04M	Sell	11,577 -240	-2%	-$18.7K	0.93%	37
2021 Q4	$799K	Buy	+11,817	New	+$763K	0.66%	54

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 $3.38T AUM 44.17% 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

Dodge & Cox San Francisco, California $191B AUM 17.5% 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

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

Lee Johnson Capital Management's ADM Position: Q1 2026 in Review

Lee Johnson Capital Management sold out of Archer Daniels Midland (ADM) in Q1 2026, closing a stake of 42,866 shares — an estimated $2.46M sold.

Lee Johnson Capital Management first reported a position in ADM in Q4 2021 and held it in 4 quarters. The position peaked at $2.65M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold ADM as of Q1 2026.

Lee Johnson Capital Management reported no remaining Archer Daniels Midland position as of Q1 2026 after selling out during the quarter.
Lee Johnson Capital Management sold 42,866 Archer Daniels Midland shares in Q1 2026, an estimated $2.46M.
Lee Johnson Capital Management first reported a position in Archer Daniels Midland in Q4 2021 and held it in 4 quarters.
Lee Johnson Capital Management's Archer Daniels Midland position peaked at $2.65M in Q3 2025.
1,115 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q1 2026.

Based on Lee Johnson Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.