Badgley Phelps Wealth Managers
TRMB icon

Badgley Phelps Wealth Managers’s Trimble TRMB Stock Holding History

Badgley Phelps Wealth Managers’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
Q3 		$8.33M Sell
145,883
-11,559
-7% -$656K 0.14% 116
2026
Q2 		$8.06M Buy
157,442
+1,962
+1% +$116K 0.14% 120
2026
Q1 		$10.1M Buy
155,480
+331
+0.2% +$23K 0.2% 104
2025
Q4 		$12.2M Buy
155,149
+3,841
+3% +$306K 0.22% 105
2025
Q3 		$12.4M Buy
151,308
+15,373
+11% +$1.25M 0.26% 93
2025
Q2 		$10.3M Buy
+135,935
New +$9.13M 0.23% 106

Other funds holding TRMB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings Copenhagen V $6.26B AUM 26.94% 1-Year Est. Return

Badgley Phelps Wealth Managers's TRMB Position: Q3 2026 in Review

Badgley Phelps Wealth Managers reduced its Trimble (TRMB) stake by 7.3% in Q3 2026, selling an estimated $656K and leaving 145,883 shares worth $8.33M. The position accounts for 0.14% of the portfolio, ranked #116.

Badgley Phelps Wealth Managers first reported a position in TRMB in Q2 2025 and has held it in 6 quarters since. The position peaked at $12.4M in Q3 2025. 370 funds tracked by Wall St. Rank hold TRMB as of Q3 2026.

  • Badgley Phelps Wealth Managers held 145,883 shares of Trimble worth $8.33M as of Q3 2026.
  • Badgley Phelps Wealth Managers sold 11,559 Trimble shares in Q3 2026, an estimated $656K.
  • Trimble made up 0.14% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #116 holding.
  • Badgley Phelps Wealth Managers first reported a position in Trimble in Q2 2025 and has held it in 6 quarters since.
  • Badgley Phelps Wealth Managers's Trimble position peaked at $12.4M in Q3 2025.
  • 370 funds tracked by Wall St. Rank held Trimble as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.