Wilkinson Global Asset Management LLC DE — DEERE & CO

Ownership history in Wilkinson Global Asset Management LLC  ·  20 quarters on record

AI Ownership Summary

Wilkinson Global Asset Management LLC reported DEERE & CO (DE) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.97% in 2025 Q2. The latest visible filing shows DE at 3.52% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wilkinson Global Asset Management LLC'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
2025 Q4

DE was reported at 3.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.97% in 2025 Q2

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 2025 Q4

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.

DE stock page Wilkinson Global Asset Management LLC fund profile Wilkinson Global Asset Management LLC full holdings
How Wilkinson Global Asset Management LLC 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)
2025 Q4 REDUCED 8.3% +21.4% ❌ 110,690 -10,018 -8.3% 3.52% $51.5M 2026-02-14 (Est.) $601.16
2025 Q3 REDUCED — — — 120,708 -3,406 -2.7% 3.47% $55.2M 2025-11-04 $465.32
2025 Q2 REDUCED 6.9% -8.5% ✅ 124,114 -9,141 -6.9% 3.97% $63.1M 2025-08-11 $502.01
2025 Q1 REDUCED — — — 133,255 -1,692 -1.3% 3.91% $62.5M 2025-05-01 $473.81
2024 Q4 ADDED — — — 134,947 +6,545 +5.1% 3.51% $57.2M 2025-01-31 $468.76
2024 Q3 REDUCED — — — 128,402 -2,566 -2.0% 3.23% $53.6M 2024-10-31 $396.55
2024 Q2 REDUCED — — — 130,968 -3,647 -2.7% 3.06% $48.9M 2024-08-06 $337.90
2024 Q1 REDUCED — — — 134,615 -343 -0.3% 3.48% $55.3M 2024-05-10 $396.72
2023 Q4 REDUCED — — — 134,958 -2,004 -1.5% 3.72% $54.0M 2024-02-12 $377.33
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DE

As of 2026 Q1 — sorted by position size

TLW Wealth Management, LLC 3Y 7Y 9.68% Spectrum Financial Alliance Ltd LLC 3Y 7Y 9.59% WEYBOSSET RESEARCH & MANAGEMENT LLC 3Y 7Y 7.53% Crown Oak Advisors, LLC 6.86% Eliot Finkel Investment Counsel, LLC 3Y 7Y 6.59% FIRST COMMUNITY TRUST NA 3Y 5.85% WEALTHSPAN PARTNERS, LLC 3Y 5.64% SPRING CAPITAL MANAGEMENT, LLC 3Y 5.18% MONTGOMERY INVESTMENT MANAGEMENT INC 3Y 7Y 4.86% Atala Financial Inc 4.26%

FAQ About Wilkinson Global Asset Management LLC and DE

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

How long has Wilkinson Global Asset Management LLC reported owning DE?

Wilkinson Global Asset Management LLC reported DE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DE position in Wilkinson Global Asset Management LLC's portfolio?

The largest reported portfolio weight for DE was 3.97% in 2025 Q2.

What is the latest reported DE position on this page?

The most recent filing on this page is 2025 Q4, when Wilkinson Global Asset Management LLC reported 110,690 shares, equal to 3.52% of portfolio, with an estimated market value of $51.5M.

What does the chart on this DE ownership page compare?

The chart compares Wilkinson Global Asset Management LLC'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 Wilkinson Global Asset Management LLC time their DE position?

Based on 13F filing dates vs. subsequent DE price moves, Wilkinson Global Asset Management LLC correctly timed 8 out of 17 reported position changes (47%).

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