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	2.39%	17
2025 Q2	–	Sell	-151,300	Closed	-$7.24M	–	44
2025 Q1	$7.24M	Sell	151,300 -63,890	-30%	-$3.09M	3.05%	13
2024 Q4	$10.8M	Buy	215,190 +165,390	+332%	+$8.95M	3.47%	14
2024 Q3	$2.99M	Buy	+49,800	New	+$3.04M	0.75%	19
2024 Q2	–	Sell	-53,362	Closed	-$3.35M	–	38
2024 Q1	$3.35M	Sell	53,362 -32,438	-38%	-$1.9M	1.4%	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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management

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

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