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Phillips Financial Management’s Deere & Co DE Stock Holding History

Phillips Financial 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
Q2 		$506K Sell
797
-103
-11% -$59.7K 0.04% 141
2026
Q1 		$507K Sell
900
-62
-6% -$35K 0.04% 143
2025
Q4 		$448K Buy
+962
New +$451K 0.03% 148

Other funds holding DE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phillips Financial Management's DE Position: Q2 2026 in Review

Phillips Financial Management reduced its Deere & Co (DE) stake by 11% in Q2 2026, selling an estimated $59.7K and leaving 797 shares worth $506K. The position accounts for 0.04% of the portfolio, ranked #141.

Phillips Financial Management first reported a position in DE in Q4 2025 and has held it in 3 quarters since. The position peaked at $507K in Q1 2026. 2,663 funds tracked by Wall St. Rank hold DE as of Q2 2026.

  • Phillips Financial Management held 797 shares of Deere & Co worth $506K as of Q2 2026.
  • Phillips Financial Management sold 103 Deere & Co shares in Q2 2026, an estimated $59.7K.
  • Deere & Co made up 0.04% of Phillips Financial Management's portfolio in Q2 2026, its #141 holding.
  • Phillips Financial Management first reported a position in Deere & Co in Q4 2025 and has held it in 3 quarters since.
  • Phillips Financial Management's Deere & Co position peaked at $507K in Q1 2026.
  • 2,663 funds tracked by Wall St. Rank held Deere & Co as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.