Sterling Wealth Management, Inc. DE DEERE & CO

Ownership history in Sterling Wealth Management, Inc.  ·  9 quarters on record

AI Ownership Summary

Sterling Wealth Management, Inc. reported DEERE & CO (DE) in 9 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.4% in 2023 Q4. The latest visible filing shows DE at 0.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sterling Wealth Management, Inc.'s position in DEERE & CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DE was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.4% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sterling Wealth Management, Inc. held DE — position size vs. price
% of Fund (quarterly)    DE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,661 +1 +0.1% 0.26% $936K 2026-05-14 $574.64
2025 Q4 UNCHANGED 1,660 0% 0.22% $773K 2026-02-17 $599.09
2025 Q3 REDUCED 1,660 -2 -0.1% 0.23% $759K 2025-11-17 $472.96
2025 Q2 REDUCED 5.7% -8.5% 1,662 -101 -5.7% 0.29% $845K 2025-08-14 $474.14
2024 Q4 UNCHANGED 1,763 0% 0.28% $747K 2025-02-14 $472.36
2024 Q3 UNCHANGED 1,763 0% 0.27% $736K 2024-11-14 $386.70
2024 Q2 UNCHANGED 1,763 0% 0.31% $659K 2024-08-14 $343.00
2024 Q1 UNCHANGED 1,763 0% 0.36% $724K 2024-05-15 $402.68
2023 Q4 INITIATED 1,763 0.40% $705K 2024-02-14 $372.86

FAQ About Sterling Wealth Management, Inc. and DE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sterling Wealth Management, Inc. reported owning DE?

Sterling Wealth Management, Inc. reported DE across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DE position in Sterling Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for DE was 0.40% in 2023 Q4.

What is the latest reported DE position on this page?

The most recent filing on this page is 2026 Q1, when Sterling Wealth Management, Inc. reported 1,661 shares, equal to 0.26% of portfolio, with an estimated market value of $936K.

What does the chart on this DE ownership page compare?

The chart compares Sterling Wealth Management, Inc.'s quarterly DE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sterling Wealth Management, Inc. time their DE position?

Based on 13F filing dates vs. subsequent DE price moves, Sterling Wealth Management, Inc. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on DE relative to SPY over the holding period was +-0.0%.

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