Waverly Advisors’s Archer Daniels Midland ADM Stock Holding History

Waverly Advisors’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	$4.1M	Sell	56,343 -4,302	-7%	-$291K	0.03%	457
2025 Q4	$3.49M	Sell	60,645 -3,342	-5%	-$200K	0.03%	459
2025 Q3	$3.82M	Buy	63,987 +2,955	+5%	+$173K	0.04%	370
2025 Q2	$3.22M	Buy	61,032 +6,584	+12%	+$320K	0.04%	391
2025 Q1	$2.61M	Buy	54,448 +3,347	+7%	+$162K	0.03%	424
2024 Q4	$2.58M	Buy	+51,101	New	+$2.76M	0.04%	333
2018 Q1	–	Sell	-1,292	Closed	-$52K	–	182
2017 Q4	$52K	Buy	+1,292	New	+$53.1K	0.01%	252
2014 Q4	–	Sell	-128	Closed	-$7K	–	411
2014 Q3	$7K	Hold	128	–	–	﹤0.01%	552
2014 Q2	$6K	Hold	128	–	–	﹤0.01%	542
2014 Q1	$6K	Hold	128	–	–	﹤0.01%	505
2013 Q4	$6K	Buy	+128	New	+$5.17K	﹤0.01%	634

Other funds holding ADM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group

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

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