SWIM
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Smallwood Wealth Investment Management’s Deere & Co DE Stock Holding History

Smallwood Wealth Investment 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 		$63.4K Hold
100
– – 0.03% 168
2026
Q1 		$56.3K Hold
100
– – 0.03% 166
2025
Q4 		$46.6K Hold
100
– – 0.02% 180
2025
Q3 		$45.7K Hold
100
– – 0.02% 184
2025
Q2 		$50.8K Hold
100
– – 0.03% 168
2025
Q1 		$46.9K Buy
+100
New +$46.8K 0.03% 167

Other funds holding DE

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Smallwood Wealth Investment Management's DE Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Deere & Co (DE) position steady in Q2 2026 at 100 shares worth $63.4K. The position accounts for 0.03% of the portfolio, ranked #168.

Smallwood Wealth Investment Management first reported a position in DE in Q1 2025 and has held it in 6 quarters since. 1,670 funds tracked by Wall St. Rank hold DE as of Q2 2026.

  • Smallwood Wealth Investment Management held 100 shares of Deere & Co worth $63.4K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Deere & Co share count unchanged in Q2 2026.
  • Deere & Co made up 0.03% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #168 holding.
  • Smallwood Wealth Investment Management first reported a position in Deere & Co in Q1 2025 and has held it in 6 quarters since.
  • 1,670 funds tracked by Wall St. Rank held Deere & Co as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.