BHWM
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Bay Harbor Wealth Management’s Trimble TRMB Stock Holding History

Bay Harbor 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 		$972 Sell
19
-17
-47% -$1K ﹤0.01% 875
2026
Q1 		$2.35K Buy
36
+11
+44% +$764 ﹤0.01% 525
2025
Q4 		$1.96K Buy
25
+12
+92% +$956 ﹤0.01% 482
2025
Q3 		$1.06K Buy
13
+2
+18% +$163 ﹤0.01% 515
2025
Q2 		$835 Buy
11
+6
+120% +$403 ﹤0.01% 499
2025
Q1 		$328 Buy
+5
New +$359 ﹤0.01% 526

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

Bay Harbor Wealth Management's TRMB Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its Trimble (TRMB) stake by 47% in Q2 2026, selling an estimated $1K and leaving 19 shares worth $972. The position accounts for ﹤0.01% of the portfolio, ranked #875.

Bay Harbor Wealth Management first reported a position in TRMB in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.35K in Q1 2026. 707 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • Bay Harbor Wealth Management held 19 shares of Trimble worth $972 as of Q2 2026.
  • Bay Harbor Wealth Management sold 17 Trimble shares in Q2 2026, an estimated $1K.
  • Trimble made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #875 holding.
  • Bay Harbor Wealth Management first reported a position in Trimble in Q1 2025 and has held it in 6 quarters since.
  • Bay Harbor Wealth Management's Trimble position peaked at $2.35K in Q1 2026.
  • 707 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.