Position in ADBE
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$210,264
-$117,676 QoQ
Shares Held
865
-7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADBE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026FSM Wealth Advisors, LLC holds $2,378,277 across 7 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
2,711 | $707,571 | |
| 2 | ADP |
Automatic Data Processing Inc
|
1,947 | $436,030 | |
| 3 | SAP |
Sap SE
|
1,820 | $280,480 | |
| 4 | UBER |
Uber Technologies, Inc
|
3,636 | $262,373 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
671 | $251,839 | |
| 6 | CRM |
Salesforce, Inc.
|
1,472 | $230,603 | |
| 7 | NOW |
ServiceNow, Inc.
|
2,109 | $209,381 |
All Filings in ADBE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $210,264 | 865 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $327,940 | 937 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $744,302 | 2,110 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,022,910 | 2,644 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,002,547 | 2,614 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,109,031 | 2,494 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,387,650 | 2,680 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,488,291 | 2,679 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,346,272 | 2,668 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,583,376 | 2,654 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $1,347,665 | 2,643 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,715,865 | 3,509 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,348,795 | 3,500 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,119,298 | 3,326 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $917,516 | 3,334 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,173,222 | 3,205 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||