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CM Wealth Advisors’s Deere & Co DE Stock Holding History

CM Wealth Advisors’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
Q2 		$460K Hold
723
– – 0.08% 105
2026
Q1 		$408K Hold
723
– – 0.09% 97
2025
Q4 		$338K Buy
+723
New +$339K 0.08% 103
2024
Q2 		– Sell
-740
Closed -$300K – 98
2024
Q1 		$300K Buy
+740
New +$284K 0.09% 136
2023
Q3 		– Sell
-586
Closed -$251K – 99
2023
Q2 		$251K Sell
586
-2,225
-79% -$851K 0.08% 127
2023
Q1 		$1.06M Buy
+2,811
New +$1.16M 0.2% 147

Other funds holding DE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CM Wealth Advisors's DE Position: Q2 2026 in Review

CM Wealth Advisors held its Deere & Co (DE) position steady in Q2 2026 at 723 shares worth $460K. The position accounts for 0.08% of the portfolio, ranked #105.

CM Wealth Advisors first reported a position in DE in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.06M in Q1 2023. 2,663 funds tracked by Wall St. Rank hold DE as of Q2 2026.

  • CM Wealth Advisors held 723 shares of Deere & Co worth $460K as of Q2 2026.
  • CM Wealth Advisors left its Deere & Co share count unchanged in Q2 2026.
  • Deere & Co made up 0.08% of CM Wealth Advisors's portfolio in Q2 2026, its #105 holding.
  • CM Wealth Advisors first reported a position in Deere & Co in Q1 2023 and has held it in 6 quarters since.
  • CM Wealth Advisors's Deere & Co position peaked at $1.06M in Q1 2023.
  • 2,663 funds tracked by Wall St. Rank held Deere & Co as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.