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Bartlett & Co Wealth Management’s Trimble TRMB Stock Holding History

Bartlett & Co 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
Q2 		– Sell
-51
Closed -$3.5K – 1365
2026
Q1 		$3.5K Buy
+51
New +$3.54K ﹤0.01% 1056
2025
Q2 		– Sell
-2
Closed -$131 – 1331
2025
Q1 		$131 Buy
+2
New +$144 ﹤0.01% 1192
2023
Q1 		– Sell
-20
Closed -$1.01K – 1106
2022
Q4 		$1.01K Buy
+20
New +$1.11K ﹤0.01% 1049

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
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
Invesco
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Bartlett & Co Wealth Management's TRMB Position: Q2 2026 in Review

Bartlett & Co Wealth Management sold out of Trimble (TRMB) in Q2 2026, closing a stake of 51 shares — an estimated $3.5K sold.

Bartlett & Co Wealth Management first reported a position in TRMB in Q4 2022 and held it in 3 quarters. The position peaked at $3.5K in Q1 2026. 703 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • Bartlett & Co Wealth Management reported no remaining Trimble position as of Q2 2026 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 51 Trimble shares in Q2 2026, an estimated $3.5K.
  • Bartlett & Co Wealth Management first reported a position in Trimble in Q4 2022 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's Trimble position peaked at $3.5K in Q1 2026.
  • 703 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.