IFWM
DE icon

Institute for Wealth Management’s Deere & Co DE Stock Holding History

Institute for 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
Q2 		$2.38M Sell
3,756
-1,052
-22% -$609K 0.21% 93
2026
Q1 		$2.71M Sell
4,808
-1,057
-18% -$596K 0.29% 78
2025
Q4 		$2.73M Buy
5,865
+1,151
+24% +$540K 0.29% 73
2025
Q3 		$2.16M Sell
4,714
-53
-1% -$26.1K 0.22% 93
2025
Q2 		$2.42M Sell
4,767
-35
-0.7% -$17.1K 0.27% 78
2025
Q1 		$2.25M Sell
4,802
-11
-0.2% -$5.15K 0.29% 79
2024
Q4 		$2.04M Buy
4,813
+53
+1% +$22.3K 0.26% 82
2024
Q3 		$1.99M Buy
4,760
+130
+3% +$49K 0.25% 88
2024
Q2 		$1.73M Sell
4,630
-80
-2% -$31.2K 0.23% 94
2024
Q1 		$1.93M Buy
4,710
+19
+0.4% +$7.28K 0.25% 85
2023
Q4 		$1.88M Sell
4,691
-40
-0.8% -$15.1K 0.3% 78
2023
Q3 		$1.79M Hold
4,731
– – 0.32% 77
2023
Q2 		$1.92M Sell
4,731
-63
-1% -$24.1K 0.32% 78
2023
Q1 		$1.98M Sell
4,794
-46
-1% -$19K 0.38% 66
2022
Q4 		$2.08M Sell
4,840
-21
-0.4% -$8.54K 0.44% 56
2022
Q3 		$1.62M Buy
4,861
+41
+0.9% +$14K 0.36% 71
2022
Q2 		$1.44M Buy
4,820
+176
+4% +$64.8K 0.28% 89
2022
Q1 		$1.93M Buy
4,644
+44
+1% +$16.9K 0.31% 78
2021
Q4 		$1.58M Buy
4,600
+241
+6% +$83.8K 0.26% 100
2021
Q3 		$1.46M Buy
4,359
+232
+6% +$83.6K 0.26% 101
2021
Q2 		$1.46M Sell
4,127
-84
-2% -$30.7K 0.26% 99
2021
Q1 		$1.58M Buy
4,211
+580
+16% +$190K 0.3% 87
2020
Q4 		$977K Buy
3,631
+26
+0.7% +$6.46K 0.19% 131
2020
Q3 		$799K Sell
3,605
-244
-6% -$47.1K 0.18% 142
2020
Q2 		$605K Sell
3,849
-44
-1% -$6.38K 0.15% 194
2020
Q1 		$538K Buy
3,893
+722
+23% +$114K 0.17% 173
2019
Q4 		$549K Buy
3,171
+426
+16% +$73.4K 0.12% 234
2019
Q3 		$463K Hold
2,745
– – 0.12% 249
2019
Q2 		$455K Sell
2,745
-100
-4% -$15.6K 0.1% 272
2019
Q1 		$455K Buy
+2,845
New +$455K 0.1% 258
2018
Q1 		– Sell
-2,914
Closed -$459K – 285
2017
Q4 		$459K Buy
+2,914
New +$408K 0.11% 240
2017
Q3 		– Sell
-2,918
Closed -$355K – 277
2017
Q2 		$355K Buy
+2,918
New +$342K 0.1% 277

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

Institute for Wealth Management's DE Position: Q2 2026 in Review

Institute for Wealth Management reduced its Deere & Co (DE) stake by 22% in Q2 2026, selling an estimated $609K and leaving 3,756 shares worth $2.38M. The position accounts for 0.21% of the portfolio, ranked #93.

Institute for Wealth Management first reported a position in DE in Q2 2017 and has held it in 32 quarters since. The position peaked at $2.73M in Q4 2025. 1,220 funds tracked by Wall St. Rank hold DE as of Q2 2026.

  • Institute for Wealth Management held 3,756 shares of Deere & Co worth $2.38M as of Q2 2026.
  • Institute for Wealth Management sold 1,052 Deere & Co shares in Q2 2026, an estimated $609K.
  • Deere & Co made up 0.21% of Institute for Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Institute for Wealth Management first reported a position in Deere & Co in Q2 2017 and has held it in 32 quarters since.
  • Institute for Wealth Management's Deere & Co position peaked at $2.73M in Q4 2025.
  • 1,220 funds tracked by Wall St. Rank held Deere & Co as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.