SWRP
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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
Q2 		$358K Hold
565
– – 0.08% 83
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 $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

Summit Wealth & Retirement Planning's DE Position: Q2 2026 in Review

Summit Wealth & Retirement Planning held its Deere & Co (DE) position steady in Q2 2026 at 565 shares worth $358K. 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 5 quarters since. 2,653 funds tracked by Wall St. Rank hold DE as of Q2 2026.

  • Summit Wealth & Retirement Planning held 565 shares of Deere & Co worth $358K as of Q2 2026.
  • Summit Wealth & Retirement Planning left its Deere & Co share count unchanged in Q2 2026.
  • Deere & Co made up 0.08% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #83 holding.
  • Summit Wealth & Retirement Planning 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 Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.