Montis Financial’s Deere & Co DE Stock Holding History

Montis Financial’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	$1.43M	Sell	2,543 -252	-9%	-$142K	0.3%	50
2025 Q4	$1.3M	Buy	2,795 +200	+8%	+$93.9K	0.26%	52
2025 Q3	$1.19M	Hold	2,595	–	–	0.27%	54
2025 Q2	$1.32M	Hold	2,595	–	–	0.37%	45
2025 Q1	$1.22M	Sell	2,595 -131	-5%	-$61.3K	0.36%	49
2024 Q4	$1.15M	Buy	2,726 +100	+4%	+$42.1K	0.36%	50
2024 Q3	$1.1M	Hold	2,626	–	–	0.39%	39
2024 Q2	$981K	Hold	2,626	–	–	0.45%	31
2024 Q1	$1.08M	Sell	2,626 -300	-10%	-$115K	0.51%	25
2023 Q4	$1.17M	Hold	2,926	–	–	0.7%	21
2023 Q3	$1.1M	Hold	2,926	–	–	0.74%	18
2023 Q2	$1.19M	Hold	2,926	–	–	0.78%	15
2023 Q1	$1.21M	Sell	2,926 -144	-5%	-$59.6K	0.93%	15
2022 Q4	$1.32M	Hold	3,070	–	–	1.11%	13
2022 Q3	$1.02M	Buy	3,070 +59	+2%	+$20.2K	0.99%	17
2022 Q2	$902K	Sell	3,011 -3	-0.1%	-$1.1K	0.84%	18
2022 Q1	$1.25M	Hold	3,014	–	–	0.98%	17
2021 Q4	$1.03M	Hold	3,014	–	–	0.75%	18
2021 Q3	$1.02M	Buy	3,014 +3	+0.1%	+$1.08K	0.87%	18
2021 Q2	$1.06M	Hold	3,011	–	–	0.88%	18
2021 Q1	$1.12M	Hold	3,011	–	–	1.04%	15
2020 Q4	$845K	Buy	+3,011	New	+$748K	0.84%	20

Other funds holding DE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Montis Financial's DE Position: Q1 2026 in Review

Montis Financial reduced its Deere & Co (DE) stake by 9% in Q1 2026, selling an estimated $142K and leaving 2,543 shares worth $1.43M. The position accounts for 0.3% of the portfolio, ranked #50.

Montis Financial first reported a position in DE in Q4 2020 and has held it in 22 quarters since. 2,580 funds tracked by Wall St. Rank hold DE as of Q1 2026.

Montis Financial held 2,543 shares of Deere & Co worth $1.43M as of Q1 2026.
Montis Financial sold 252 Deere & Co shares in Q1 2026, an estimated $142K.
Deere & Co made up 0.3% of Montis Financial's portfolio in Q1 2026, its #50 holding.
Montis Financial first reported a position in Deere & Co in Q4 2020 and has held it in 22 quarters since.
2,580 funds tracked by Wall St. Rank held Deere & Co as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.