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Summit Wealth & Retirement Planning’s Deere & Co DE Stock Holding History

Summit Wealth & Retirement Planning’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 		$318K Sell
565
-5
-0.9% -$2.82K 0.08% 83
2025
Q4 		$265K Buy
570
+5
+0.9% +$2.35K 0.06% 95
2025
Q3 		$258K Hold
565
– – 0.06% 90
2025
Q2 		$287K Buy
+565
New +$277K 0.08% 79

Other funds holding DE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Summit Wealth & Retirement Planning's DE Position: Q1 2026 in Review

Summit Wealth & Retirement Planning reduced its Deere & Co (DE) stake by 0.88% in Q1 2026, selling an estimated $2.82K and leaving 565 shares worth $318K. The position accounts for 0.08% of the portfolio, ranked #83.

Summit Wealth & Retirement Planning first reported a position in DE in Q2 2025 and has held it in 4 quarters since. 2,579 funds tracked by Wall St. Rank hold DE as of Q1 2026.

  • Summit Wealth & Retirement Planning held 565 shares of Deere & Co worth $318K as of Q1 2026.
  • Summit Wealth & Retirement Planning sold 5 Deere & Co shares in Q1 2026, an estimated $2.82K.
  • Deere & Co made up 0.08% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #83 holding.
  • Summit Wealth & Retirement Planning first reported a position in Deere & Co in Q2 2025 and has held it in 4 quarters since.
  • 2,579 funds tracked by Wall St. Rank held Deere & Co as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.