Avion Wealth’s Trimble TRMB Stock Holding History

Avion Wealth’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	$1K	Sell	25 -8	-24%	-$473	﹤0.01%	1358
2026 Q1	$2K	Buy	33 +28	+560%	+$1.95K	﹤0.01%	925
2025 Q4	$0	Hold	5	–	–	﹤0.01%	1591
2025 Q3	$0	Sell	5 -18	-78%	-$1.47K	﹤0.01%	1553
2025 Q2	$1K	Buy	23 +16	+229%	+$1.07K	﹤0.01%	1080
2025 Q1	$0	Buy	+7	New	+$503	﹤0.01%	1353
2023 Q4	–	Sell	-13	Closed	–	–	1342
2023 Q3	$0	Buy	+13	New	+$689	﹤0.01%	1194

Other funds holding TRMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Avion Wealth's TRMB Position: Q2 2026 in Review

Avion Wealth reduced its Trimble (TRMB) stake by 24% in Q2 2026, selling an estimated $473 and leaving 25 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

Avion Wealth first reported a position in TRMB in Q3 2023 and has held it in 7 quarters since. The position peaked at $2K in Q1 2026. 703 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

Avion Wealth held 25 shares of Trimble worth $1K as of Q2 2026.
Avion Wealth sold 8 Trimble shares in Q2 2026, an estimated $473.
Trimble made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1358 holding.
Avion Wealth first reported a position in Trimble in Q3 2023 and has held it in 7 quarters since.
Avion Wealth's Trimble position peaked at $2K in Q1 2026.
703 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.