AWM
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Axxcess Wealth Management’s Trimble TRMB Stock Holding History

Axxcess 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
Q1 		– Sell
-2,800
Closed -$219K – 949
2025
Q4 		$219K Sell
2,800
-2,814
-50% -$224K ﹤0.01% 967
2025
Q3 		$458K Buy
5,614
+2,614
+87% +$213K 0.01% 642
2025
Q2 		$228K Buy
+3,000
New +$202K 0.01% 802
2025
Q1 		– Sell
-3,000
Closed -$212K – 935
2024
Q4 		$212K Buy
+3,000
New +$204K 0.01% 802
2022
Q2 		– Sell
-3,847
Closed -$278K – 665
2022
Q1 		$278K Sell
3,847
-647
-14% -$46.1K 0.02% 493
2021
Q4 		$392K Buy
+4,494
New +$386K 0.03% 415

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

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

Axxcess Wealth Management sold out of Trimble (TRMB) in Q1 2026, closing a stake of 2,800 shares — an estimated $219K sold.

Axxcess Wealth Management first reported a position in TRMB in Q4 2021 and held it in 6 quarters. The position peaked at $458K in Q3 2025. 776 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Trimble position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,800 Trimble shares in Q1 2026, an estimated $219K.
  • Axxcess Wealth Management first reported a position in Trimble in Q4 2021 and held it in 6 quarters.
  • Axxcess Wealth Management's Trimble position peaked at $458K in Q3 2025.
  • 776 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.