WIM
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WealthPlan Investment Management’s Deere & Co DE Stock Holding History

WealthPlan 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 		$781K Buy
1,231
+82
+7% +$47.5K 0.04% 258
2026
Q1 		$647K Hold
1,149
– – 0.04% 268
2025
Q4 		$535K Buy
1,149
+91
+9% +$42.7K 0.03% 250
2025
Q3 		$484K Buy
1,058
+2
+0.2% +$986 0.03% 230
2025
Q2 		$537K Sell
1,056
-101
-9% -$49.4K 0.04% 227
2025
Q1 		$543K Buy
1,157
+1
+0.1% +$468 0.05% 164
2024
Q4 		$490K Buy
1,156
+315
+37% +$133K 0.05% 174
2024
Q3 		$351K Buy
+841
New +$317K 0.04% 185
2024
Q2 		– Sell
-555
Closed -$228K – 186
2024
Q1 		$228K Buy
555
+36
+7% +$13.8K 0.03% 171
2023
Q4 		$208K Buy
+519
New +$196K 0.03% 182
2023
Q3 		– Sell
-119
Closed -$48.2K – 202
2023
Q2 		$48.2K Sell
119
-400
-77% -$153K 0.01% 198
2023
Q1 		$214K Sell
519
-3,007
-85% -$1.25M 0.04% 154
2022
Q4 		$1.46M Buy
3,526
+225
+7% +$91.5K 0.1% 143
2022
Q3 		$1.46M Buy
+3,301
New +$1.13M 0.11% 137
2022
Q1 		$1.05M Buy
+2,779
New +$1.06M 0.07% 165

Other funds holding DE

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

WealthPlan Investment Management's DE Position: Q2 2026 in Review

WealthPlan Investment Management increased its Deere & Co (DE) stake by 7.1% in Q2 2026, buying an estimated $47.5K and bringing the position to 1,231 shares worth $781K. The position accounts for 0.04% of the portfolio, ranked #258.

WealthPlan Investment Management first reported a position in DE in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.46M in Q4 2022. 1,056 funds tracked by Wall St. Rank hold DE as of Q2 2026.

  • WealthPlan Investment Management held 1,231 shares of Deere & Co worth $781K as of Q2 2026.
  • WealthPlan Investment Management bought 82 Deere & Co shares in Q2 2026, an estimated $47.5K.
  • Deere & Co made up 0.04% of WealthPlan Investment Management's portfolio in Q2 2026, its #258 holding.
  • WealthPlan Investment Management first reported a position in Deere & Co in Q1 2022 and has held it in 15 quarters since.
  • WealthPlan Investment Management's Deere & Co position peaked at $1.46M in Q4 2022.
  • 1,056 funds tracked by Wall St. Rank held Deere & Co as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.