Institute for Wealth Management’s Deere & Co DE Stock Holding History
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
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. 2,663 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.
- 2,663 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.