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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Phillips Financial Management's DE Position: Q1 2026 in Review

Phillips Financial Management reduced its Deere & Co (DE) stake by 6.4% in Q1 2026, selling an estimated $35K and leaving 900 shares worth $507K. The position accounts for 0.04% of the portfolio, ranked #143.

Phillips Financial Management first reported a position in DE in Q4 2025 and has held it in 2 quarters since. 2,579 funds tracked by Wall St. Rank hold DE as of Q1 2026.

  • Phillips Financial Management held 900 shares of Deere & Co worth $507K as of Q1 2026.
  • Phillips Financial Management sold 62 Deere & Co shares in Q1 2026, an estimated $35K.
  • Deere & Co made up 0.04% of Phillips Financial Management's portfolio in Q1 2026, its #143 holding.
  • Phillips Financial Management first reported a position in Deere & Co in Q4 2025 and has held it in 2 quarters since.
  • 2,579 funds tracked by Wall St. Rank held Deere & Co as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.