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Aptus Capital Advisors’s Trimble TRMB Stock Holding History

Aptus Capital Advisors’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
Q1 		– Sell
-3,330
Closed -$261K – 1783
2025
Q4 		$261K Hold
3,330
– – ﹤0.01% 934
2025
Q3 		$272K Sell
3,330
-325
-9% -$26.5K ﹤0.01% 874
2025
Q2 		$278K Buy
3,655
+30
+0.8% +$2.02K ﹤0.01% 844
2025
Q1 		$238K Buy
3,625
+487
+16% +$35K ﹤0.01% 837
2024
Q4 		$222K Buy
+3,138
New +$213K ﹤0.01% 865

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aptus Capital Advisors's TRMB Position: Q1 2026 in Review

Aptus Capital Advisors sold out of Trimble (TRMB) in Q1 2026, closing a stake of 3,330 shares — an estimated $261K sold.

Aptus Capital Advisors first reported a position in TRMB in Q4 2024 and held it in 5 quarters. The position peaked at $278K in Q2 2025. 779 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

  • Aptus Capital Advisors reported no remaining Trimble position as of Q1 2026 after selling out during the quarter.
  • Aptus Capital Advisors sold 3,330 Trimble shares in Q1 2026, an estimated $261K.
  • Aptus Capital Advisors first reported a position in Trimble in Q4 2024 and held it in 5 quarters.
  • Aptus Capital Advisors's Trimble position peaked at $278K in Q2 2025.
  • 779 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.