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Murray Stahl’s Archer Daniels Midland ADM Stock Holding History

Murray Stahl’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
Q2 		$2.19M Sell
28,642
-30,670
-52% -$2.33M 0.02% 115
2026
Q1 		$4.31M Sell
59,312
-890
-1% -$60.1K 0.05% 74
2025
Q4 		$3.46M Sell
60,202
-7,181
-11% -$429K 0.05% 78
2025
Q3 		$4.03M Sell
67,383
-438,586
-87% -$25.7M 0.05% 76
2025
Q2 		$26.7M Sell
505,969
-479
-0.1% -$23.3K 0.32% 36
2025
Q1 		$24.3M Sell
506,448
-39,271
-7% -$1.9M 0.28% 34
2024
Q4 		$27.6M Sell
545,719
-108,092
-17% -$5.85M 0.34% 30
2024
Q3 		$39.1M Sell
653,811
-20,599
-3% -$1.26M 0.58% 18
2024
Q2 		$40.8M Buy
674,410
+53,126
+9% +$3.26M 0.71% 17
2024
Q1 		$39M Sell
621,284
-50,874
-8% -$2.99M 0.74% 19
2023
Q4 		$48.5M Sell
672,158
-136,006
-17% -$9.96M 1.02% 14
2023
Q3 		$61M Sell
808,164
-88,607
-10% -$7.18M 1.21% 12
2023
Q2 		$67.8M Sell
896,771
-71,170
-7% -$5.39M 1.46% 10
2023
Q1 		$77.1M Sell
967,941
-47,289
-5% -$3.86M 1.48% 10
2022
Q4 		$94.3M Sell
1,015,230
-9,737
-0.9% -$899K 1.56% 10
2022
Q3 		$82.5M Sell
1,024,967
-80,526
-7% -$6.63M 1.66% 9
2022
Q2 		$85.8M Buy
1,105,493
+121,611
+12% +$10.6M 1.8% 9
2022
Q1 		$88.8M Buy
983,882
+209,718
+27% +$16.3M 1.79% 7
2021
Q4 		$52.3M Buy
774,164
+80,916
+12% +$5.23M 1.15% 16
2021
Q3 		$41.6M Buy
693,248
+51,216
+8% +$3.07M 0.97% 18
2021
Q2 		$38.9M Buy
642,032
+314,287
+96% +$19.9M 0.79% 21
2021
Q1 		$18.7M Buy
327,745
+142,765
+77% +$7.84M 0.42% 30
2020
Q4 		$9.32M Buy
184,980
+93,284
+102% +$4.61M 0.31% 41
2020
Q3 		$4.26M Buy
91,696
+36,253
+65% +$1.59M 0.17% 61
2020
Q2 		$2.21M Buy
+55,443
New +$2.08M 0.08% 99

Other funds holding ADM

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Murray Stahl's ADM Position: Q2 2026 in Review

Murray Stahl reduced its Archer Daniels Midland (ADM) stake by 52% in Q2 2026, selling an estimated $2.33M and leaving 28,642 shares worth $2.19M. The position accounts for 0.02% of the portfolio, ranked #115.

Murray Stahl first reported a position in ADM in Q2 2020 and has held it in 25 quarters since. The position peaked at $94.3M in Q4 2022. 1,153 funds tracked by Wall St. Rank hold ADM as of Q2 2026.

  • Murray Stahl held 28,642 shares of Archer Daniels Midland worth $2.19M as of Q2 2026.
  • Murray Stahl sold 30,670 Archer Daniels Midland shares in Q2 2026, an estimated $2.33M.
  • Archer Daniels Midland made up 0.02% of Murray Stahl's portfolio in Q2 2026, its #115 holding.
  • Murray Stahl first reported a position in Archer Daniels Midland in Q2 2020 and has held it in 25 quarters since.
  • Murray Stahl's Archer Daniels Midland position peaked at $94.3M in Q4 2022.
  • 1,153 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q2 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.