MATRIX ASSET ADVISORS INC/NY ADP Automatic Data Processing COM

Ownership history in MATRIX ASSET ADVISORS INC/NY  ·  20 quarters on record

AI Ownership Summary

MATRIX ASSET ADVISORS INC/NY reported Automatic Data Processing COM (ADP) in 20 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.25% in 2026 Q1. The latest visible filing shows ADP at 0.25% 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 ADP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MATRIX ASSET ADVISORS INC/NY's position in Automatic Data Processing COM, 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

ADP was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2026 Q1

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

Time in book
Holding Window
2024 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.

How MATRIX ASSET ADVISORS INC/NY held ADP — position size vs. price
% of Fund (quarterly)    ADP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 13,591 +12,501 +1146.9% 0.25% $2.8M 2026-04-22 $201.69
2024 Q4 REDUCED 92.0% +4.9% 1,090 -12,540 -92.0% 0.03% $319K 2025-01-22 $287.56
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MATRIX ASSET ADVISORS INC/NY and ADP

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

How long has MATRIX ASSET ADVISORS INC/NY reported owning ADP?

MATRIX ASSET ADVISORS INC/NY reported ADP across 2 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported ADP position in MATRIX ASSET ADVISORS INC/NY's portfolio?

The largest reported portfolio weight for ADP was 0.25% in 2026 Q1.

What is the latest reported ADP position on this page?

The most recent filing on this page is 2026 Q1, when MATRIX ASSET ADVISORS INC/NY reported 13,591 shares, equal to 0.25% of portfolio, with an estimated market value of $2.8M.

What does the chart on this ADP ownership page compare?

The chart compares MATRIX ASSET ADVISORS INC/NY's quarterly ADP 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.

How well did MATRIX ASSET ADVISORS INC/NY time their ADP position?

Based on 13F filing dates vs. subsequent ADP price moves, MATRIX ASSET ADVISORS INC/NY correctly timed 9 out of 19 reported position changes (47%).

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