Mount Lucas Management’s Archer Daniels Midland ADM Stock Holding History

Mount Lucas 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	$1.04M	Buy	+14,336	New	+$968K	0.38%	68
2023 Q3	–	Sell	-26,303	Closed	-$1.99M	–	131
2023 Q2	$1.99M	Sell	26,303 -35,049	-57%	-$2.65M	0.66%	70
2023 Q1	$4.89M	Buy	61,352 +3,076	+5%	+$251K	1.29%	16
2022 Q4	$5.41M	Sell	58,276 -22,448	-28%	-$2.07M	1.77%	14
2022 Q3	$6.49M	Sell	80,724 -1,241	-2%	-$102K	2.24%	3
2022 Q2	$6.36M	Buy	81,965 +27,802	+51%	+$2.43M	2.13%	4
2022 Q1	$4.89M	Sell	54,163 -6,320	-10%	-$492K	1.42%	10
2021 Q4	$4.09M	Buy	+60,483	New	+$3.91M	1.17%	25
2017 Q1	–	Sell	-266,052	Closed	-$12.1M	–	143
2016 Q4	$12.1M	Sell	266,052 -49,357	-16%	-$2.18M	2.3%	9
2016 Q3	$13.3M	Sell	315,409 -8,364	-3%	-$362K	2.37%	6
2016 Q2	$13.9M	Sell	323,773 -2,404	-0.7%	-$95.9K	2.36%	8
2016 Q1	$11.8M	Buy	+326,177	New	+$11.3M	2.06%	19

Other funds holding ADM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mount Lucas Management's ADM Position: Q1 2026 in Review

Mount Lucas Management opened a new position in Archer Daniels Midland (ADM) in Q1 2026: 14,336 shares worth $1.04M. The stake represents 0.38% of the portfolio and ranks #68 among its holdings. This is a return to the name: Mount Lucas Management previously reported a position in ADM as recently as Q2 2023.

Mount Lucas Management first reported a position in ADM in Q1 2016 and has held it in 12 quarters since. The position peaked at $13.9M in Q2 2016. 1,108 funds tracked by Wall St. Rank hold ADM as of Q1 2026.

Mount Lucas Management held 14,336 shares of Archer Daniels Midland worth $1.04M as of Q1 2026.
Archer Daniels Midland was a new Mount Lucas Management position in Q1 2026.
Archer Daniels Midland made up 0.38% of Mount Lucas Management's portfolio in Q1 2026, its #68 holding.
Mount Lucas Management first reported a position in Archer Daniels Midland in Q1 2016 and has held it in 12 quarters since.
Mount Lucas Management's Archer Daniels Midland position peaked at $13.9M in Q2 2016.
1,108 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q1 2026.

Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.