LWM
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Lyell Wealth Management’s Deere & Co DE Stock Holding History

Lyell 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
Q1 		$10.9M Buy
19,304
+382
+2% +$216K 0.8% 45
2025
Q4 		$8.81M Buy
18,922
+2,440
+15% +$1.15M 0.64% 56
2025
Q3 		$7.54M Buy
16,482
+733
+5% +$361K 0.56% 60
2025
Q2 		$8.01M Buy
15,749
+1,368
+10% +$670K 0.63% 60
2025
Q1 		$6.75M Buy
14,381
+169
+1% +$79.1K 0.63% 59
2024
Q4 		$6.02M Sell
14,212
-196
-1% -$82.6K 0.54% 59
2024
Q3 		$6.01M Sell
14,408
-494
-3% -$186K 0.55% 59
2024
Q2 		$5.57M Buy
14,902
+1,196
+9% +$466K 0.53% 61
2024
Q1 		$5.63M Buy
13,706
+823
+6% +$315K 0.57% 62
2023
Q4 		$5.15M Sell
12,883
-2,094
-14% -$790K 0.59% 62
2023
Q3 		$5.65M Buy
14,977
+650
+5% +$268K 0.76% 49
2023
Q2 		$5.81M Buy
14,327
+1,681
+13% +$643K 0.74% 48
2023
Q1 		$5.22M Buy
12,646
+2,857
+29% +$1.18M 0.73% 53
2022
Q4 		$4.2M Buy
9,789
+8,696
+796% +$3.53M 0.66% 55
2022
Q3 		$365K Buy
1,093
+22
+2% +$7.54K 0.06% 146
2022
Q2 		$322K Buy
1,071
+20
+2% +$7.36K 0.05% 156
2022
Q1 		$438K Buy
1,051
+20
+2% +$7.66K 0.06% 142
2021
Q4 		$355K Sell
1,031
-27
-3% -$9.39K 0.04% 153
2021
Q3 		$356K Hold
1,058
– – 0.04% 146
2021
Q2 		$374K Buy
1,058
+195
+23% +$71.2K 0.05% 147
2021
Q1 		$324K Buy
863
+57
+7% +$18.7K 0.05% 147
2020
Q4 		$217K Buy
+806
New +$200K 0.03% 151

Other funds holding DE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Lyell Wealth Management's DE Position: Q1 2026 in Review

Lyell Wealth Management increased its Deere & Co (DE) stake by 2% in Q1 2026, buying an estimated $216K and bringing the position to 19,304 shares worth $10.9M. The position accounts for 0.8% of the portfolio, ranked #45.

Lyell Wealth Management first reported a position in DE in Q4 2020 and has held it in 22 quarters since. 2,582 funds tracked by Wall St. Rank hold DE as of Q1 2026.

  • Lyell Wealth Management held 19,304 shares of Deere & Co worth $10.9M as of Q1 2026.
  • Lyell Wealth Management bought 382 Deere & Co shares in Q1 2026, an estimated $216K.
  • Deere & Co made up 0.8% of Lyell Wealth Management's portfolio in Q1 2026, its #45 holding.
  • Lyell Wealth Management first reported a position in Deere & Co in Q4 2020 and has held it in 22 quarters since.
  • 2,582 funds tracked by Wall St. Rank held Deere & Co as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.