What smart money is saying about Deere & Company
DE
No fund has written a full thesis on Deere & Company in our archive, but 6 fund letters report a position in it — most recently Harding Loevner Global Equity in June 2026.
Get an email when a fund writes about it
6
Reported positions
0
Bought
3
Sold
6
Letters
Position history
Between Q1 2026 and Q2 2026, 6 fund letters reported a position in Deere & Company — 3 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 4 | 0 | 2 | 0 |
| Q1 2026 | 2 | 0 | 1 | 0 |
Fund activity · 6 positions · 3 moves
- June 2026
Listed in Harding Loevner Global Equity’s reported holdings.
Deere & Company - June 2026
“l We eliminated the following position(s) during the period: • Deere OUTLOOK The market's narrow leadership persisted during the quarter, as investors continued to favor companies perceived to be direct beneficiaries of AI spending.”
Deere & Company - June 2026
“• Caterpillar Inc. 4.0% • AMETEK Inc. 3.7 • Madison Square Garden Sports Corp. 2.6 • Deere & Co. 2.5 • Berkshire Hathaway Inc.”
Deere & Company - TrimmedBCV Asset Management Antares Total Return StrategiesJune 2026
“Similarly, we trimmed our positions in Old Dominion Freight Line, Deere & Company, and Applied Materials.”
Deere & Company - March 2026
Listed in HL Global Carbon Transition Equity’s reported holdings.
Deere & Company - March 2026
“l We eliminated the following position(s) during the period: • APA • Baxter • Celanese • Deere”
Deere & Company
Read the letters behind these Deere & Company positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
View plans→Share this ledger