CWM
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Circle Wealth Management’s Deere & Co DE Stock Holding History

Circle Wealth 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 		$1.11M Sell
1,965
-5
-0.3% -$2.82K 0.02% 122
2025
Q4 		$917K Buy
1,970
+27
+1% +$12.7K 0.01% 142
2025
Q3 		$888K Buy
1,943
+611
+46% +$301K 0.02% 132
2025
Q2 		$677K Buy
1,332
+409
+44% +$200K 0.01% 146
2025
Q1 		$433K Hold
923
– – 0.01% 177
2024
Q4 		$391K Buy
923
+7
+0.8% +$2.95K 0.01% 187
2024
Q3 		$382K Buy
+916
New +$345K 0.01% 187

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

Circle Wealth Management's DE Position: Q1 2026 in Review

Circle Wealth Management reduced its Deere & Co (DE) stake by 0.25% in Q1 2026, selling an estimated $2.82K and leaving 1,965 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #122.

Circle Wealth Management first reported a position in DE in Q3 2024 and has held it in 7 quarters since. 2,582 funds tracked by Wall St. Rank hold DE as of Q1 2026.

  • Circle Wealth Management held 1,965 shares of Deere & Co worth $1.11M as of Q1 2026.
  • Circle Wealth Management sold 5 Deere & Co shares in Q1 2026, an estimated $2.82K.
  • Deere & Co made up 0.02% of Circle Wealth Management's portfolio in Q1 2026, its #122 holding.
  • Circle Wealth Management first reported a position in Deere & Co in Q3 2024 and has held it in 7 quarters since.
  • 2,582 funds tracked by Wall St. Rank held Deere & Co as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.