Resources Management Corp’s Adams Diversified Equity Fund ADX Stock Holding History

Resources Management Corp’s Portfolio ADX Stock Details ADX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$89K	Buy	+4,046	New	+$92.9K	0.01%	236
2024 Q1	–	Sell	-75	Closed	-$1K	–	425
2023 Q4	$1K	Hold	75	–	–	﹤0.01%	423
2023 Q3	$1K	Hold	75	–	–	﹤0.01%	422
2023 Q2	$1K	Sell	75 -2,572	-97%	-$40.9K	﹤0.01%	428
2023 Q1	$1.08M	Buy	2,647 +2,572	+3,429%	+$39.2K	0.17%	100
2022 Q4	$1K	Hold	75	–	–	﹤0.01%	438
2022 Q3	$1K	Hold	75	–	–	﹤0.01%	461
2022 Q2	$1K	Hold	75	–	–	﹤0.01%	485
2022 Q1	$1K	Hold	75	–	–	﹤0.01%	479
2021 Q4	$1K	Hold	75	–	–	﹤0.01%	493
2021 Q3	$1K	Hold	75	–	–	﹤0.01%	469
2021 Q2	$1K	Hold	75	–	–	﹤0.01%	479
2021 Q1	$1K	Hold	75	–	–	﹤0.01%	487
2020 Q4	$1K	Hold	75	–	–	﹤0.01%	476
2020 Q3	$1K	Hold	75	–	–	﹤0.01%	431
2020 Q2	$1K	Hold	75	–	–	﹤0.01%	462
2020 Q1	$1K	Hold	75	–	–	﹤0.01%	466
2019 Q4	$1K	Hold	75	–	–	﹤0.01%	443
2019 Q3	$1K	Buy	+75	New	+$1.18K	﹤0.01%	492
2018 Q4	$0	Buy	+75	New	+$1.1K	﹤0.01%	493

Other funds holding ADX

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Resources Management Corp's ADX Position: Q1 2026 in Review

Resources Management Corp opened a new position in Adams Diversified Equity Fund (ADX) in Q1 2026: 4,046 shares worth $89K. The stake represents 0.01% of the portfolio and ranks #236 among its holdings. This is a return to the name: Resources Management Corp previously reported a position in ADX as recently as Q4 2023.

Resources Management Corp first reported a position in ADX in Q4 2018 and has held it in 20 quarters since. The position peaked at $1.08M in Q1 2023. 199 funds tracked by Wall St. Rank hold ADX as of Q1 2026.

Resources Management Corp held 4,046 shares of Adams Diversified Equity Fund worth $89K as of Q1 2026.
Adams Diversified Equity Fund was a new Resources Management Corp position in Q1 2026.
Adams Diversified Equity Fund made up 0.01% of Resources Management Corp's portfolio in Q1 2026, its #236 holding.
Resources Management Corp first reported a position in Adams Diversified Equity Fund in Q4 2018 and has held it in 20 quarters since.
Resources Management Corp's Adams Diversified Equity Fund position peaked at $1.08M in Q1 2023.
199 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q1 2026.

Based on Resources Management Corp's 13F filing for Q1 2026, filed 15 May 2026.