AWM
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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
2021
Q4 		– Sell
-600
Closed -$1K – 1791
2021
Q3 		$1K Buy
+600
New +$52.7K ﹤0.01% 1614

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.