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Charter Oak Capital Management’s Deere & Co DE Stock Holding History

Charter Oak Capital Management’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 		$863K Sell
1,531
-150
-9% -$84.6K 0.07% 94
2025
Q4 		$782K Buy
1,681
+4
+0.2% +$1.88K 0.06% 101
2025
Q3 		$767K Sell
1,677
-87
-5% -$42.9K 0.06% 98
2025
Q2 		$897K Sell
1,764
-90
-5% -$44.1K 0.08% 83
2025
Q1 		$870K Buy
1,854
+6
+0.3% +$2.81K 0.08% 81
2024
Q4 		$783K Sell
1,848
-5
-0.3% -$2.11K 0.07% 84
2024
Q3 		$773K Buy
1,853
+307
+20% +$116K 0.07% 85
2024
Q2 		$578K Sell
1,546
-301
-16% -$117K 0.06% 91
2024
Q1 		$759K Buy
1,847
+302
+20% +$116K 0.08% 79
2023
Q4 		$618K Sell
1,545
-6
-0.4% -$2.26K 0.07% 86
2023
Q3 		$585K Hold
1,551
– – 0.08% 84
2023
Q2 		$628K Hold
1,551
– – 0.08% 90
2023
Q1 		$640K Buy
1,551
+9
+0.6% +$3.73K 0.09% 87
2022
Q4 		$661K Sell
1,542
-6
-0.4% -$2.44K 0.1% 85
2022
Q3 		$517K Buy
1,548
+1
+0.1% +$343 0.08% 97
2022
Q2 		$463K Buy
1,547
+7
+0.5% +$2.58K 0.06% 118
2022
Q1 		$640K Buy
1,540
+71
+5% +$27.2K 0.08% 102
2021
Q4 		$504K Buy
1,469
+101
+7% +$35.1K 0.06% 118
2021
Q3 		$458K Hold
1,368
– – 0.06% 115
2021
Q2 		$482K Buy
1,368
+1
+0.1% +$365 0.06% 112
2021
Q1 		$512K Hold
1,367
– – 0.07% 110
2020
Q4 		$368K Buy
+1,367
New +$340K 0.06% 119

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

Charter Oak Capital Management's DE Position: Q1 2026 in Review

Charter Oak Capital Management reduced its Deere & Co (DE) stake by 8.9% in Q1 2026, selling an estimated $84.6K and leaving 1,531 shares worth $863K. The position accounts for 0.07% of the portfolio, ranked #94.

Charter Oak Capital Management first reported a position in DE in Q4 2020 and has held it in 22 quarters since. The position peaked at $897K in Q2 2025. 2,582 funds tracked by Wall St. Rank hold DE as of Q1 2026.

  • Charter Oak Capital Management held 1,531 shares of Deere & Co worth $863K as of Q1 2026.
  • Charter Oak Capital Management sold 150 Deere & Co shares in Q1 2026, an estimated $84.6K.
  • Deere & Co made up 0.07% of Charter Oak Capital Management's portfolio in Q1 2026, its #94 holding.
  • Charter Oak Capital Management first reported a position in Deere & Co in Q4 2020 and has held it in 22 quarters since.
  • Charter Oak Capital Management's Deere & Co position peaked at $897K in Q2 2025.
  • 2,582 funds tracked by Wall St. Rank held Deere & Co as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.