LAM
ADP icon

Lummis Asset Management’s Automatic Data Processing ADP Stock Holding History

Lummis Asset Management’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
Q1 		$426K Sell
2,030
-15
-0.7% -$3.44K 0.25% 50
2025
Q4 		$526K Sell
2,045
-18
-0.9% -$4.79K 0.32% 43
2025
Q3 		$605K Sell
2,063
-7
-0.3% -$2.11K 0.4% 43
2025
Q2 		$634K Hold
2,070
– – 0.42% 42
2025
Q1 		$625K Buy
2,070
+1,572
+316% +$474K 0.43% 42
2024
Q4 		$146K Sell
498
-1
-0.2% -$296 0.18% 44
2024
Q3 		$138K Hold
499
– – 0.16% 48
2024
Q2 		$119K Sell
499
-2
-0.4% -$491 0.16% 47
2024
Q1 		$125K Sell
501
-1,607
-76% -$393K 0.17% 45
2023
Q4 		$491K Buy
+2,108
New +$491K 0.38% 42

Other funds holding ADP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return