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Shepherd Wealth Management’s Deere & Co DE Stock Holding History

Shepherd Wealth 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 		$308K Buy
516
+16
+3% +$9.27K 0.17% 40
2026
Q1 		$290K Hold
500
– – 0.22% 37
2025
Q4 		$257K Hold
500
– – 0.18% 36
2025
Q3 		$237K Hold
500
– – 0.16% 38
2025
Q2 		$256K Buy
+500
New +$245K 0.17% 40

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 $3.37T AUM 44.26% 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

Shepherd Wealth Management's DE Position: Q2 2026 in Review

Shepherd Wealth Management increased its Deere & Co (DE) stake by 3.2% in Q2 2026, buying an estimated $9.27K and bringing the position to 516 shares worth $308K. The position accounts for 0.17% of the portfolio, ranked #40.

Shepherd Wealth Management first reported a position in DE in Q2 2025 and has held it in 5 quarters since. 2,653 funds tracked by Wall St. Rank hold DE as of Q2 2026.

  • Shepherd Wealth Management held 516 shares of Deere & Co worth $308K as of Q2 2026.
  • Shepherd Wealth Management bought 16 Deere & Co shares in Q2 2026, an estimated $9.27K.
  • Deere & Co made up 0.17% of Shepherd Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Shepherd Wealth Management first reported a position in Deere & Co in Q2 2025 and has held it in 5 quarters since.
  • 2,653 funds tracked by Wall St. Rank held Deere & Co as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.