Thomist Capital Management’s Archer Daniels Midland ADM Stock Holding History

Thomist Capital 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
2025 Q4	–	Sell	-127,300	Closed	-$7.68M	–	66
2025 Q3	$7.68M	Buy	+127,300	New	+$7.45M	1.52%	17
2025 Q2	–	Sell	-151,300	Closed	-$7.24M	–	44
2025 Q1	$7.24M	Sell	151,300 -63,890	-30%	-$3.09M	2.85%	13
2024 Q4	$10.8M	Buy	215,190 +165,390	+332%	+$8.95M	2.8%	14
2024 Q3	$2.99M	Buy	+49,800	New	+$3.04M	0.59%	19
2024 Q2	–	Sell	-53,362	Closed	-$3.35M	–	38
2024 Q1	$3.35M	Sell	53,362 -32,438	-38%	-$1.9M	1.38%	17
2023 Q4	$6.2M	Buy	+85,800	New	+$6.28M	2.74%	12
2022 Q4	–	Sell	-97,878	Closed	-$7.87M	–	30
2022 Q3	$7.87M	Buy	+97,878	New	+$8.06M	5.89%	6

Other funds holding ADM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thomist Capital Management's ADM Position: Q4 2025 in Review

Thomist Capital Management sold out of Archer Daniels Midland (ADM) in Q4 2025, closing a stake of 127,300 shares — an estimated $7.68M sold.

Thomist Capital Management first reported a position in ADM in Q3 2022 and held it in 7 quarters. The position peaked at $10.8M in Q4 2024. 1,034 funds tracked by Wall St. Rank hold ADM as of Q4 2025.

Thomist Capital Management reported no remaining Archer Daniels Midland position as of Q4 2025 after selling out during the quarter.
Thomist Capital Management sold 127,300 Archer Daniels Midland shares in Q4 2025, an estimated $7.68M.
Thomist Capital Management first reported a position in Archer Daniels Midland in Q3 2022 and held it in 7 quarters.
Thomist Capital Management's Archer Daniels Midland position peaked at $10.8M in Q4 2024.
1,034 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q4 2025.

Based on Thomist Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.