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Balboa Wealth Partners’s Trimble TRMB Stock Holding History

Balboa Wealth Partners’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
-2,986
Closed -$234K – 487
2025
Q4 		$234K Buy
2,986
+3
+0.1% +$239 0.04% 343
2025
Q3 		$244K Sell
2,983
-221
-7% -$18K 0.04% 316
2025
Q2 		$243K Buy
3,204
+144
+5% +$9.67K 0.05% 289
2025
Q1 		$201K Hold
3,060
– – 0.05% 267
2024
Q4 		$216K Buy
+3,060
New +$208K 0.05% 265

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 $3.37T AUM 44.26% 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

Balboa Wealth Partners's TRMB Position: Q1 2026 in Review

Balboa Wealth Partners sold out of Trimble (TRMB) in Q1 2026, closing a stake of 2,986 shares — an estimated $234K sold.

Balboa Wealth Partners first reported a position in TRMB in Q4 2024 and held it in 5 quarters. The position peaked at $244K in Q3 2025. 779 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

  • Balboa Wealth Partners reported no remaining Trimble position as of Q1 2026 after selling out during the quarter.
  • Balboa Wealth Partners sold 2,986 Trimble shares in Q1 2026, an estimated $234K.
  • Balboa Wealth Partners first reported a position in Trimble in Q4 2024 and held it in 5 quarters.
  • Balboa Wealth Partners's Trimble position peaked at $244K in Q3 2025.
  • 779 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.