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PBMares Wealth Management’s Automatic Data Processing ADP Stock Holding History

PBMares Wealth 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
2025
Q3 		$630K Sell
2,147
-97
-4% -$29.2K 0.1% 101
2025
Q2 		$692K Sell
2,244
-35
-2% -$10.8K 0.13% 88
2025
Q1 		$696K Sell
2,279
-13
-0.6% -$3.92K 0.14% 86
2024
Q4 		$671K Hold
2,292
– – 0.14% 87
2024
Q3 		$634K Hold
2,292
– – 0.13% 90
2024
Q2 		$547K Sell
2,292
-107
-4% -$26.3K 0.13% 98
2024
Q1 		$599K Sell
2,399
-69
-3% -$16.9K 0.16% 91
2023
Q4 		$575K Buy
2,468
+7
+0.3% +$1.63K 0.17% 89
2023
Q3 		$592K Sell
2,461
-27
-1% -$6.58K 0.21% 81
2023
Q2 		$547K Sell
2,488
-27
-1% -$5.82K 0.2% 93
2023
Q1 		$560K Buy
2,515
+35
+1% +$7.9K 0.21% 86
2022
Q4 		$592K Hold
2,480
– – 0.24% 77
2022
Q3 		$561K Buy
2,480
+34
+1% +$8.02K 0.24% 77
2022
Q2 		$514K Hold
2,446
– – 0.22% 87
2022
Q1 		$557K Buy
2,446
+75
+3% +$16.1K 0.34% 80
2021
Q4 		$585K Hold
2,371
– – 0.25% 83
2021
Q3 		$474K Hold
2,371
– – 0.23% 90
2021
Q2 		$471K Buy
2,371
+10
+0.4% +$1.94K 0.26% 86
2021
Q1 		$445K Buy
2,361
+34
+1% +$5.9K 0.36% 82
2020
Q4 		$410K Hold
2,327
– – 0.47% 74
2020
Q3 		$325K Hold
2,327
– – 0.48% 71
2020
Q2 		$346K Hold
2,327
– – 0.52% 69
2020
Q1 		$318K Sell
2,327
-30
-1% -$4.83K 0.5% 70
2019
Q4 		$402K Buy
+2,357
New +$390K 0.48% 69

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PBMares Wealth Management's ADP Position: Q3 2025 in Review

PBMares Wealth Management reduced its Automatic Data Processing (ADP) stake by 4.3% in Q3 2025, selling an estimated $29.2K and leaving 2,147 shares worth $630K. The position accounts for 0.1% of the portfolio, ranked #101.

PBMares Wealth Management first reported a position in ADP in Q4 2019 and has held it in 24 quarters since. The position peaked at $696K in Q1 2025. 2,393 funds tracked by Wall St. Rank hold ADP as of Q3 2025.

  • PBMares Wealth Management held 2,147 shares of Automatic Data Processing worth $630K as of Q3 2025.
  • PBMares Wealth Management sold 97 Automatic Data Processing shares in Q3 2025, an estimated $29.2K.
  • Automatic Data Processing made up 0.1% of PBMares Wealth Management's portfolio in Q3 2025, its #101 holding.
  • PBMares Wealth Management first reported a position in Automatic Data Processing in Q4 2019 and has held it in 24 quarters since.
  • PBMares Wealth Management's Automatic Data Processing position peaked at $696K in Q1 2025.
  • 2,393 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.