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

IBEX 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 		– Sell
-875
Closed -$493K – 213
2026
Q1 		$493K Buy
+875
New +$494K 0.05% 156
2024
Q2 		– Sell
-651
Closed -$279K – 291
2024
Q1 		$279K Buy
+651
New +$250K 0.08% 104
2023
Q1 		$229K Sell
554
-97
-15% -$40.2K 0.06% 101
2022
Q4 		$279K Sell
651
-176
-21% -$71.5K 0.06% 154
2022
Q3 		$276K Sell
827
-8
-1% -$2.74K 0.07% 125
2022
Q2 		$250K Sell
835
-36
-4% -$13.3K 0.06% 134
2022
Q1 		$362K Sell
871
-220
-20% -$84.3K 0.07% 131
2021
Q4 		$374K Buy
1,091
+36
+3% +$12.5K 0.07% 140
2021
Q3 		$353K Buy
1,055
+221
+26% +$79.6K 0.07% 138
2021
Q2 		$294K Buy
+834
New +$304K 0.06% 142

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 $3.37T AUM 44.26% 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

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

IBEX Wealth Advisors sold out of Deere & Co (DE) in Q2 2026, closing a stake of 875 shares — an estimated $493K sold.

IBEX Wealth Advisors first reported a position in DE in Q2 2021 and held it in 10 quarters. The position peaked at $493K in Q1 2026. 2,656 funds tracked by Wall St. Rank hold DE as of Q2 2026.

  • IBEX Wealth Advisors reported no remaining Deere & Co position as of Q2 2026 after selling out during the quarter.
  • IBEX Wealth Advisors sold 875 Deere & Co shares in Q2 2026, an estimated $493K.
  • IBEX Wealth Advisors first reported a position in Deere & Co in Q2 2021 and held it in 10 quarters.
  • IBEX Wealth Advisors's Deere & Co position peaked at $493K in Q1 2026.
  • 2,656 funds tracked by Wall St. Rank held Deere & Co as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.