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LMG Wealth Partners’s Automatic Data Processing ADP Stock Holding History

LMG Wealth Partners’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 		$4.43M Buy
19,774
+1,906
+11% +$407K 0.71% 50
2026
Q1 		$3.63M Buy
17,868
+1,080
+6% +$248K 0.66% 51
2025
Q4 		$4.32M Sell
16,788
-1,676
-9% -$446K 0.81% 44
2025
Q3 		$5.42M Buy
18,464
+1
+0% +$301 1.01% 32
2025
Q2 		$5.69M Sell
18,463
-78
-0.4% -$24K 1.17% 29
2025
Q1 		$5.66M Sell
18,541
-45
-0.2% -$13.6K 1.26% 28
2024
Q4 		$5.44M Buy
18,586
+84
+0.5% +$24.8K 1.19% 30
2024
Q3 		$5.12M Sell
18,502
-2
-0% -$523 1.17% 32
2024
Q2 		$4.42M Buy
18,504
+223
+1% +$54.8K 1.1% 33
2024
Q1 		$4.57M Sell
18,281
-3,193
-15% -$780K 1.15% 32
2023
Q4 		$5M Sell
21,474
-226
-1% -$52.7K 1.39% 29
2023
Q3 		$5.22M Sell
21,700
-139
-0.6% -$33.9K 1.59% 22
2023
Q2 		$4.8M Buy
21,839
+294
+1% +$63.4K 1.47% 27
2023
Q1 		$4.8M Buy
21,545
+464
+2% +$105K 1.55% 24
2022
Q4 		$4.99M Buy
+21,081
New +$5.18M 1.65% 23

Other funds holding ADP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LMG Wealth Partners's ADP Position: Q2 2026 in Review

LMG Wealth Partners increased its Automatic Data Processing (ADP) stake by 11% in Q2 2026, buying an estimated $407K and bringing the position to 19,774 shares worth $4.43M. The position accounts for 0.71% of the portfolio, ranked #50.

LMG Wealth Partners first reported a position in ADP in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.69M in Q2 2025. 1,979 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • LMG Wealth Partners held 19,774 shares of Automatic Data Processing worth $4.43M as of Q2 2026.
  • LMG Wealth Partners bought 1,906 Automatic Data Processing shares in Q2 2026, an estimated $407K.
  • Automatic Data Processing made up 0.71% of LMG Wealth Partners's portfolio in Q2 2026, its #50 holding.
  • LMG Wealth Partners first reported a position in Automatic Data Processing in Q4 2022 and has held it in 15 quarters since.
  • LMG Wealth Partners's Automatic Data Processing position peaked at $5.69M in Q2 2025.
  • 1,979 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.