Superior Planning, LLC’s Trimble TRMB Stock Holding History

Superior Planning, LLC’s Portfolio TRMB Stock Details TRMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$400	Buy	+7	New	+$398	﹤0.01%	1929

Other funds holding TRMB

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Superior Planning, LLC's TRMB Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Trimble (TRMB) in Q3 2026: 7 shares worth $400. The stake represents ﹤0.01% of the portfolio and ranks #1929 among its holdings.

474 funds tracked by Wall St. Rank hold TRMB as of Q3 2026.

Superior Planning, LLC held 7 shares of Trimble worth $400 as of Q3 2026.
Trimble was a new Superior Planning, LLC position in Q3 2026.
Trimble made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1929 holding.
474 funds tracked by Wall St. Rank held Trimble as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.