AWM
TRMB icon

AE Wealth Management’s Trimble TRMB Stock Holding History

AE Wealth Management’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
Q2 		$663K Sell
12,952
-1,896
-13% -$112K ﹤0.01% 1090
2026
Q1 		$969K Buy
14,848
+8,281
+126% +$575K 0.01% 840
2025
Q4 		$515K Sell
6,567
-8,093
-55% -$645K ﹤0.01% 1043
2025
Q3 		$1.2M Buy
14,660
+2,230
+18% +$182K 0.01% 712
2025
Q2 		$944K Buy
12,430
+715
+6% +$48K 0.01% 738
2025
Q1 		$769K Buy
+11,715
New +$842K 0.01% 786
2024
Q3 		– Sell
-4,089
Closed -$229K – 1325
2024
Q2 		$229K Buy
+4,089
New +$236K ﹤0.01% 1118
2024
Q1 		– Sell
-5,559
Closed -$283K – 1917
2023
Q4 		$283K Sell
5,559
-211
-4% -$10.1K ﹤0.01% 1735
2023
Q3 		$311K Sell
5,770
-310
-5% -$16.4K ﹤0.01% 1598
2023
Q2 		$322K Sell
6,080
-1,197
-16% -$58.5K ﹤0.01% 1588
2023
Q1 		$381K Buy
7,277
+1,516
+26% +$80.9K ﹤0.01% 1454
2022
Q4 		$291K Buy
5,761
+419
+8% +$23.3K ﹤0.01% 1513
2022
Q3 		$290K Sell
5,342
-56
-1% -$3.54K ﹤0.01% 1485
2022
Q2 		$314K Buy
5,398
+1,142
+27% +$75K ﹤0.01% 1419
2022
Q1 		$307K Buy
4,256
+15
+0.4% +$1.07K ﹤0.01% 1410
2021
Q4 		$370K Sell
4,241
-340
-7% -$29.2K ﹤0.01% 1371
2021
Q3 		$377K Sell
4,581
-88
-2% -$7.73K ﹤0.01% 1284
2021
Q2 		$382K Buy
4,669
+66
+1% +$5.25K ﹤0.01% 1241
2021
Q1 		$358K Buy
4,603
+375
+9% +$27.1K ﹤0.01% 1194
2020
Q4 		$282K Buy
+4,228
New +$243K ﹤0.01% 1167

Other funds holding TRMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

AE Wealth Management's TRMB Position: Q2 2026 in Review

AE Wealth Management reduced its Trimble (TRMB) stake by 13% in Q2 2026, selling an estimated $112K and leaving 12,952 shares worth $663K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

AE Wealth Management first reported a position in TRMB in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.2M in Q3 2025. 707 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • AE Wealth Management held 12,952 shares of Trimble worth $663K as of Q2 2026.
  • AE Wealth Management sold 1,896 Trimble shares in Q2 2026, an estimated $112K.
  • Trimble made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1090 holding.
  • AE Wealth Management first reported a position in Trimble in Q4 2020 and has held it in 20 quarters since.
  • AE Wealth Management's Trimble position peaked at $1.2M in Q3 2025.
  • 707 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.