Lyell Wealth Management
DE icon

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
Q3 		$14.1M Buy
20,997
+329
+2% +$209K 0.84% 33
2026
Q2 		$13.1M Buy
20,668
+1,364
+7% +$790K 0.8% 39
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

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Lyell Wealth Management's DE Position: Q3 2026 in Review

Lyell Wealth Management increased its Deere & Co (DE) stake by 1.6% in Q3 2026, buying an estimated $209K and bringing the position to 20,997 shares worth $14.1M. The position accounts for 0.84% of the portfolio, ranked #33.

Lyell Wealth Management first reported a position in DE in Q4 2020 and has held it in 24 quarters since. 1,538 funds tracked by Wall St. Rank hold DE as of Q3 2026.

  • Lyell Wealth Management held 20,997 shares of Deere & Co worth $14.1M as of Q3 2026.
  • Lyell Wealth Management bought 329 Deere & Co shares in Q3 2026, an estimated $209K.
  • Deere & Co made up 0.84% of Lyell Wealth Management's portfolio in Q3 2026, its #33 holding.
  • Lyell Wealth Management first reported a position in Deere & Co in Q4 2020 and has held it in 24 quarters since.
  • 1,538 funds tracked by Wall St. Rank held Deere & Co as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.