ADX — ADAMS EXPRESS CO

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  18 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported ADAMS EXPRESS CO (ADX) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2024 Q2. The latest visible filing shows ADX at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ADX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in ADAMS EXPRESS CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ADX was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ADX stock page MassMutual Private Wealth & Trust, FSB fund profile MassMutual Private Wealth & Trust, FSB full holdings
How MassMutual Private Wealth & Trust, FSB held ADX — position size vs. price
% of Fund (quarterly)    ADX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 44,093 -1,209 -2.7% 0.03% $965K 2026-04-13 $23.66
2025 Q4 ADDED 45,302 +892 +2.0% 0.03% $1.1M 2026-01-07 $22.93
2025 Q3 UNCHANGED 44,410 — 0% 0.03% $990K 2025-10-22 $21.77
2025 Q2 ADDED 44,410 +979 +2.3% 0.03% $964K 2025-07-09 $20.64
2025 Q1 REDUCED 43,431 -7,974 -15.5% 0.02% $825K 2025-04-01 $17.58
2024 Q4 ADDED 51,405 +4,440 +9.5% 0.03% $1.0M 2025-01-16 $18.59
2024 Q3 ADDED 46,965 +950 +2.1% 0.03% $1.0M 2024-10-02 $17.52
2024 Q2 UNCHANGED 46,015 — 0% 0.03% $989K 2024-07-02 $17.27
2024 Q1 UNCHANGED 46,015 — 0% 0.03% $898K 2024-04-09 $15.45
2023 Q4 UNCHANGED 46,015 — 0% 0.03% $815K 2024-01-03 $13.76
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ADX

As of 2026 Q1 — sorted by position size

PMG Family Office LLC 2.04% Uncommon Cents Investing LLC 3Y 7Y 0.92% SMH CAPITAL ADVISORS INC 3Y 7Y 0.87% Stolper Co 3Y 0.64% WEST BANCORPORATION INC 3Y 0.51% Cannon Advisors, Inc. 0.36% Samalin Investment Counsel, LLC 3Y 0.28% Quad-Cities Investment Group, LLC 3Y 7Y 0.25% Hamrick Investment Counsel, llc 0.21% Harbour Wealth Management Group, Inc. 0.19%

FAQ About MassMutual Private Wealth & Trust, FSB and ADX

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning ADX?

MassMutual Private Wealth & Trust, FSB reported ADX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ADX position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for ADX was 0.03% in 2024 Q2.

What is the latest reported ADX position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 44,093 shares, equal to 0.03% of portfolio, with an estimated market value of $965K.

What does the chart on this ADX ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly ADX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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