MBM Wealth Consultants’s Adobe ADBE Stock Holding History

MBM Wealth Consultants’s Portfolio ADBE Stock Details ADBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.22M	Buy	5,010 +511	+11%	+$142K	0.28%	52
2025 Q4	$1.57M	Buy	4,499 +340	+8%	+$116K	0.37%	44
2025 Q3	$1.47M	Buy	4,159 +581	+16%	+$208K	0.36%	45
2025 Q2	$1.38M	Buy	3,578 +791	+28%	+$305K	0.37%	42
2025 Q1	$1.07M	Buy	2,787 +87	+3%	+$37.3K	0.32%	49
2024 Q4	$1.19M	Buy	2,700 +114	+4%	+$56.4K	0.35%	46
2024 Q3	$1.34M	Buy	2,586 +170	+7%	+$93.2K	0.42%	40
2024 Q2	$1.37M	Buy	2,416 +506	+26%	+$245K	0.47%	33
2024 Q1	$964K	Buy	1,910 +86	+5%	+$49.3K	0.34%	49
2023 Q4	$1.15M	Buy	1,824 +59	+3%	+$34K	0.43%	33
2023 Q3	$969K	Buy	1,765 +146	+9%	+$76.6K	0.42%	33
2023 Q2	$821K	Buy	1,619 +434	+37%	+$175K	0.35%	42
2023 Q1	$563K	Hold	1,185	–	–	0.23%	52
2022 Q4	$399K	Buy	+1,185	New	+$379K	0.18%	62
2022 Q1	–	Sell	-19	Closed	-$11K	–	306
2021 Q4	$11K	Hold	19	–	–	﹤0.01%	226
2021 Q3	$11K	Hold	19	–	–	0.01%	227
2021 Q2	$11K	Hold	19	–	–	0.01%	215
2021 Q1	$9K	Buy	+19	New	+$8.88K	﹤0.01%	212

Other funds holding ADBE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return