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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AE Wealth Management's TRMB Position: Q1 2026 in Review

AE Wealth Management increased its Trimble (TRMB) stake by 126% in Q1 2026, buying an estimated $575K and bringing the position to 14,848 shares worth $969K. The position accounts for 0.01% of the portfolio, ranked #840.

AE Wealth Management first reported a position in TRMB in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.2M in Q3 2025. 774 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

  • AE Wealth Management held 14,848 shares of Trimble worth $969K as of Q1 2026.
  • AE Wealth Management bought 8,281 Trimble shares in Q1 2026, an estimated $575K.
  • Trimble made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #840 holding.
  • AE Wealth Management first reported a position in Trimble in Q4 2020 and has held it in 19 quarters since.
  • AE Wealth Management's Trimble position peaked at $1.2M in Q3 2025.
  • 774 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.