FFM
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Forum Financial Management’s Deere & Co DE Stock Holding History

Forum Financial 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
Q2 		$7.63M Sell
12,034
-77
-0.6% -$44.6K 0.1% 39
2026
Q1 		$6.82M Sell
12,111
-2,882
-19% -$1.63M 0.1% 42
2025
Q4 		$6.98M Buy
14,993
+8
+0.1% +$3.75K 0.09% 49
2025
Q3 		$6.85M Buy
14,985
+320
+2% +$158K 0.09% 47
2025
Q2 		$7.46M Sell
14,665
-32
-0.2% -$15.7K 0.11% 41
2025
Q1 		$6.9M Sell
14,697
-9
-0.1% -$4.21K 0.11% 42
2024
Q4 		$6.23M Buy
14,706
+1,754
+14% +$739K 0.1% 46
2024
Q3 		$5.41M Buy
12,952
+69
+0.5% +$26K 0.09% 47
2024
Q2 		$4.81M Buy
12,883
+178
+1% +$69.4K 0.09% 46
2024
Q1 		$5.22M Buy
12,705
+15
+0.1% +$5.75K 0.09% 51
2023
Q4 		$5.07M Sell
12,690
-209
-2% -$78.8K 0.1% 46
2023
Q3 		$4.87M Sell
12,899
-16
-0.1% -$6.6K 0.11% 43
2023
Q2 		$5.23M Buy
12,915
+585
+5% +$224K 0.12% 38
2023
Q1 		$5.09M Sell
12,330
-191
-2% -$79.1K 0.15% 35
2022
Q4 		$5.37M Sell
12,521
-79
-0.6% -$32.1K 0.18% 33
2022
Q3 		$4.21M Buy
12,600
+328
+3% +$112K 0.2% 35
2022
Q2 		$3.67M Buy
12,272
+204
+2% +$75.1K 0.19% 35
2022
Q1 		$5.01M Buy
12,068
+215
+2% +$82.4K 0.24% 26
2021
Q4 		$4.06M Buy
+11,853
New +$4.12M 0.21% 29

Other funds holding DE

Parnassus Investments
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Forum Financial Management's DE Position: Q2 2026 in Review

Forum Financial Management reduced its Deere & Co (DE) stake by 0.64% in Q2 2026, selling an estimated $44.6K and leaving 12,034 shares worth $7.63M. The position accounts for 0.1% of the portfolio, ranked #39.

Forum Financial Management first reported a position in DE in Q4 2021 and has held it in 19 quarters since. 1,213 funds tracked by Wall St. Rank hold DE as of Q2 2026.

  • Forum Financial Management held 12,034 shares of Deere & Co worth $7.63M as of Q2 2026.
  • Forum Financial Management sold 77 Deere & Co shares in Q2 2026, an estimated $44.6K.
  • Deere & Co made up 0.1% of Forum Financial Management's portfolio in Q2 2026, its #39 holding.
  • Forum Financial Management first reported a position in Deere & Co in Q4 2021 and has held it in 19 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Deere & Co as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.