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Marcum Wealth’s Deere & Co DE Stock Holding History

Marcum Wealth’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
2025
Q1 		$247K Sell
527
-59
-10% -$27.6K 0.02% 322
2024
Q4 		$248K Sell
586
-172
-23% -$72.5K 0.02% 324
2024
Q3 		$316K Sell
758
-370
-33% -$140K 0.03% 271
2024
Q2 		$421K Sell
1,128
-55
-5% -$21.5K 0.04% 221
2024
Q1 		$486K Sell
1,183
-151
-11% -$57.9K 0.05% 195
2023
Q4 		$533K Sell
1,334
-82
-6% -$30.9K 0.06% 173
2023
Q3 		$534K Buy
1,416
+146
+11% +$60.2K 0.06% 161
2023
Q2 		$515K Sell
1,270
-72
-5% -$27.5K 0.06% 171
2023
Q1 		$554K Buy
1,342
+95
+8% +$39.3K 0.07% 160
2022
Q4 		$535K Buy
1,247
+42
+3% +$17.1K 0.07% 159
2022
Q3 		$402K Buy
1,205
+95
+9% +$32.5K 0.06% 185
2022
Q2 		$332K Sell
1,110
-277
-20% -$102K 0.05% 218
2022
Q1 		$576K Buy
+1,387
New +$531K 0.08% 145

Other funds holding DE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marcum Wealth's DE Position: Q1 2025 in Review

Marcum Wealth reduced its Deere & Co (DE) stake by 10% in Q1 2025, selling an estimated $27.6K and leaving 527 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #322.

Marcum Wealth first reported a position in DE in Q1 2022 and has held it in 13 quarters since. The position peaked at $576K in Q1 2022. 2,340 funds tracked by Wall St. Rank hold DE as of Q1 2025.

  • Marcum Wealth held 527 shares of Deere & Co worth $247K as of Q1 2025.
  • Marcum Wealth sold 59 Deere & Co shares in Q1 2025, an estimated $27.6K.
  • Deere & Co made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #322 holding.
  • Marcum Wealth first reported a position in Deere & Co in Q1 2022 and has held it in 13 quarters since.
  • Marcum Wealth's Deere & Co position peaked at $576K in Q1 2022.
  • 2,340 funds tracked by Wall St. Rank held Deere & Co as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.