Robinson Value Management’s Archer Daniels Midland ADM Stock Holding History

Robinson Value 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	$3.26M	Sell	44,786 -735	-2%	-$49.6K	1.81%	19
2025 Q4	$2.62M	Sell	45,521 -49,104	-52%	-$2.93M	1.41%	29
2025 Q3	$5.65M	Sell	94,625 -99	-0.1%	-$5.79K	3.28%	3
2025 Q2	$5M	Sell	94,724 -691	-0.7%	-$33.6K	3.14%	4
2025 Q1	$4.58M	Buy	95,415 +53,038	+125%	+$2.56M	2.96%	8
2024 Q4	$2.14M	Buy	42,377 +518	+1%	+$28K	1.41%	33
2024 Q3	$2.5M	Buy	41,859 +320	+0.8%	+$19.5K	1.62%	28
2024 Q2	$2.51M	Sell	41,539 -137	-0.3%	-$8.4K	1.75%	24
2024 Q1	$2.62M	Buy	+41,676	New	+$2.45M	1.76%	25

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

Robinson Value Management's ADM Position: Q1 2026 in Review

Robinson Value Management reduced its Archer Daniels Midland (ADM) stake by 1.6% in Q1 2026, selling an estimated $49.6K and leaving 44,786 shares worth $3.26M. The position accounts for 1.81% of the portfolio, ranked #19.

Robinson Value Management first reported a position in ADM in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.65M in Q3 2025. 1,107 funds tracked by Wall St. Rank hold ADM as of Q1 2026.

Robinson Value Management held 44,786 shares of Archer Daniels Midland worth $3.26M as of Q1 2026.
Robinson Value Management sold 735 Archer Daniels Midland shares in Q1 2026, an estimated $49.6K.
Archer Daniels Midland made up 1.81% of Robinson Value Management's portfolio in Q1 2026, its #19 holding.
Robinson Value Management first reported a position in Archer Daniels Midland in Q1 2024 and has held it in 9 quarters since.
Robinson Value Management's Archer Daniels Midland position peaked at $5.65M in Q3 2025.
1,107 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q1 2026.

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