Primoris Wealth Advisors’s Deere & Co DE Stock Holding History

Primoris Wealth Advisors’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	$367K	Sell	651 -25	-4%	-$14.1K	0.26%	67
2025 Q4	$315K	Sell	676 -15	-2%	-$7.04K	0.19%	88
2025 Q3	$316K	Sell	691 -15	-2%	-$7.39K	0.2%	81
2025 Q2	$359K	Sell	706 -55	-7%	-$26.9K	0.24%	74
2025 Q1	$357K	Sell	761 -2	-0.3%	-$936	0.28%	71
2024 Q4	$323K	Hold	763	–	–	0.25%	70
2024 Q3	$319K	Sell	763 -150	-16%	-$56.6K	0.23%	79
2024 Q2	$330K	Sell	913 -200	-18%	-$78K	0.26%	77
2024 Q1	$457K	Sell	1,113 -20	-2%	-$7.67K	0.37%	62
2023 Q4	$453K	Sell	1,133 -76	-6%	-$28.7K	0.43%	57
2023 Q3	$456K	Sell	1,209 -556	-32%	-$229K	0.55%	44
2023 Q2	$715K	Sell	1,765 -3,636	-67%	-$1.39M	0.78%	32
2023 Q1	$2.23M	Buy	+5,401	New	+$2.24M	2.75%	13

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

Primoris Wealth Advisors's DE Position: Q1 2026 in Review

Primoris Wealth Advisors reduced its Deere & Co (DE) stake by 3.7% in Q1 2026, selling an estimated $14.1K and leaving 651 shares worth $367K. The position accounts for 0.26% of the portfolio, ranked #67.

Primoris Wealth Advisors first reported a position in DE in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.23M in Q1 2023. 2,579 funds tracked by Wall St. Rank hold DE as of Q1 2026.

Primoris Wealth Advisors held 651 shares of Deere & Co worth $367K as of Q1 2026.
Primoris Wealth Advisors sold 25 Deere & Co shares in Q1 2026, an estimated $14.1K.
Deere & Co made up 0.26% of Primoris Wealth Advisors's portfolio in Q1 2026, its #67 holding.
Primoris Wealth Advisors first reported a position in Deere & Co in Q1 2023 and has held it in 13 quarters since.
Primoris Wealth Advisors's Deere & Co position peaked at $2.23M in Q1 2023.
2,579 funds tracked by Wall St. Rank held Deere & Co as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.