PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Deere & Co DE Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$40.4K	Hold	63	–	–	0.01%	348
2026 Q1	$35.8K	Sell	63 -13	-17%	-$7.33K	0.01%	326
2025 Q4	$35.5K	Buy	76 +19	+33%	+$8.92K	0.01%	340
2025 Q3	$26.1K	Buy	57 +54	+1,800%	+$26.6K	0.01%	345
2025 Q2	$1.52K	Sell	3 -50	-94%	-$24.5K	﹤0.01%	443
2025 Q1	$25.3K	Sell	53 -116	-69%	-$54.3K	0.01%	320
2024 Q4	$71.8K	Buy	169 +60	+55%	+$25.3K	0.03%	217
2024 Q3	$45.5K	Buy	+109	New	+$41.1K	0.02%	228

Other funds holding DE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s DE Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Deere & Co (DE) position steady in Q2 2026 at 63 shares worth $40.4K. The position accounts for 0.01% of the portfolio, ranked #348.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in DE in Q3 2024 and has held it in 8 quarters since. The position peaked at $71.8K in Q4 2024. 1,752 funds tracked by Wall St. Rank hold DE as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 63 shares of Deere & Co worth $40.4K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Deere & Co share count unchanged in Q2 2026.
Deere & Co made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #348 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Deere & Co in Q3 2024 and has held it in 8 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Deere & Co position peaked at $71.8K in Q4 2024.
1,752 funds tracked by Wall St. Rank held Deere & Co as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.