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Beacon Financial Advisory’s Deere & Co DE Stock Holding History

Beacon Financial Advisory’s Portfolio DE Stock Details DE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$355K Buy
631
+7
+1% +$3.95K 0.08% 284
2025
Q4 		$291K Buy
624
+120
+24% +$56.3K 0.07% 303
2025
Q3 		$230K Sell
504
-78
-13% -$38.5K 0.05% 338
2025
Q2 		$296K Buy
582
+33
+6% +$16.2K 0.08% 272
2025
Q1 		$258K Buy
549
+44
+9% +$20.6K 0.08% 270
2024
Q4 		$214K Buy
505
+19
+4% +$8K 0.07% 277
2024
Q3 		$203K Sell
486
-638
-57% -$241K 0.07% 283
2024
Q2 		$420K Buy
+1,124
New +$438K 0.16% 166

Other funds holding DE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Beacon Financial Advisory's DE Position: Q1 2026 in Review

Beacon Financial Advisory increased its Deere & Co (DE) stake by 1.1% in Q1 2026, buying an estimated $3.95K and bringing the position to 631 shares worth $355K. The position accounts for 0.08% of the portfolio, ranked #284.

Beacon Financial Advisory first reported a position in DE in Q2 2024 and has held it in 8 quarters since. The position peaked at $420K in Q2 2024. 2,582 funds tracked by Wall St. Rank hold DE as of Q1 2026.

  • Beacon Financial Advisory held 631 shares of Deere & Co worth $355K as of Q1 2026.
  • Beacon Financial Advisory bought 7 Deere & Co shares in Q1 2026, an estimated $3.95K.
  • Deere & Co made up 0.08% of Beacon Financial Advisory's portfolio in Q1 2026, its #284 holding.
  • Beacon Financial Advisory first reported a position in Deere & Co in Q2 2024 and has held it in 8 quarters since.
  • Beacon Financial Advisory's Deere & Co position peaked at $420K in Q2 2024.
  • 2,582 funds tracked by Wall St. Rank held Deere & Co as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.