Sound Financial Strategies Group’s Archer Daniels Midland ADM Stock Holding History

Sound Financial Strategies Group’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	$307K	Sell	4,217 -5,577	-57%	-$377K	0.21%	69
2025 Q4	$563K	Buy	+9,794	New	+$585K	0.4%	80
2024 Q2	–	Sell	-3,972	Closed	-$249K	–	91
2024 Q1	$249K	Sell	3,972 -165	-4%	-$9.69K	0.21%	59
2023 Q4	$299K	Sell	4,137 -36	-0.9%	-$2.63K	0.25%	56
2023 Q3	$315K	Buy	+4,173	New	+$338K	0.26%	61
2023 Q1	–	Sell	-4,112	Closed	-$382K	–	57
2022 Q4	$382K	Buy	+4,112	New	+$380K	0.28%	51
2022 Q3	–	Sell	-5,797	Closed	-$450K	–	30
2022 Q2	$450K	Sell	5,797 -3,795	-40%	-$332K	0.35%	28
2022 Q1	$866K	Sell	9,592 -251	-3%	-$19.5K	0.48%	42
2021 Q4	$665K	Sell	9,843 -243	-2%	-$15.7K	0.33%	51
2021 Q3	$605K	Sell	10,086 -14	-0.1%	-$839	0.3%	55
2021 Q2	$612K	Sell	10,100 -1,941	-16%	-$123K	0.3%	58
2021 Q1	$686K	Sell	12,041 -916	-7%	-$50.3K	0.35%	15
2020 Q4	$653K	Buy	+12,957	New	+$640K	0.36%	29

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

Sound Financial Strategies Group's ADM Position: Q1 2026 in Review

Sound Financial Strategies Group reduced its Archer Daniels Midland (ADM) stake by 57% in Q1 2026, selling an estimated $377K and leaving 4,217 shares worth $307K. The position accounts for 0.21% of the portfolio, ranked #69.

Sound Financial Strategies Group first reported a position in ADM in Q4 2020 and has held it in 13 quarters since. The position peaked at $866K in Q1 2022. 1,107 funds tracked by Wall St. Rank hold ADM as of Q1 2026.

Sound Financial Strategies Group held 4,217 shares of Archer Daniels Midland worth $307K as of Q1 2026.
Sound Financial Strategies Group sold 5,577 Archer Daniels Midland shares in Q1 2026, an estimated $377K.
Archer Daniels Midland made up 0.21% of Sound Financial Strategies Group's portfolio in Q1 2026, its #69 holding.
Sound Financial Strategies Group first reported a position in Archer Daniels Midland in Q4 2020 and has held it in 13 quarters since.
Sound Financial Strategies Group's Archer Daniels Midland position peaked at $866K in Q1 2022.
1,107 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.