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Beacon Investment Advisory Services’s Trimble TRMB Stock Holding History

Beacon Investment Advisory Services’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 		$1.59M Buy
31,159
+905
+3% +$53.5K 0.06% 125
2026
Q1 		$1.97M Buy
30,254
+1,310
+5% +$91K 0.08% 114
2025
Q4 		$2.27M Sell
28,944
-1,249
-4% -$99.5K 0.09% 106
2025
Q3 		$2.47M Sell
30,193
-700
-2% -$57.1K 0.1% 103
2025
Q2 		$2.35M Sell
30,893
-532
-2% -$35.7K 0.1% 105
2025
Q1 		$2.06M Sell
31,425
-1,100
-3% -$79.1K 0.1% 111
2024
Q4 		$2.3M Sell
32,525
-1,650
-5% -$112K 0.1% 111
2024
Q3 		$2.12M Buy
34,175
+6,475
+23% +$362K 0.09% 117
2024
Q2 		$1.55M Sell
27,700
-350
-1% -$20.2K 0.07% 124
2024
Q1 		$1.81M Hold
28,050
– – 0.08% 121
2023
Q4 		$1.49M Buy
28,050
+400
+1% +$19.1K 0.07% 127
2023
Q3 		$1.49M Sell
27,650
-600
-2% -$31.8K 0.07% 133
2023
Q2 		$1.5M Sell
28,250
-11,125
-28% -$544K 0.07% 137
2023
Q1 		$2.06M Buy
39,375
+350
+0.9% +$18.7K 0.1% 124
2022
Q4 		$1.97M Sell
39,025
-6,000
-13% -$334K 0.1% 121
2022
Q3 		$2.44M Sell
45,025
-6,250
-12% -$395K 0.13% 112
2022
Q2 		$2.99M Buy
51,275
+175
+0.3% +$11.5K 0.16% 109
2022
Q1 		$3.69M Sell
51,100
-1,625
-3% -$116K 0.16% 104
2021
Q4 		$4.6M Sell
52,725
-4,250
-7% -$365K 0.18% 95
2021
Q3 		$4.69M Sell
56,975
-4,700
-8% -$413K 0.19% 92
2021
Q2 		$5.05M Buy
61,675
+50
+0.1% +$3.98K 0.2% 93
2021
Q1 		$4.79M Sell
61,625
-75
-0.1% -$5.42K 0.21% 91
2020
Q4 		$4.12M Sell
61,700
-4,500
-7% -$258K 0.19% 92
2020
Q3 		$3.22M Sell
66,200
-550
-0.8% -$26.3K 0.17% 97
2020
Q2 		$2.88M Sell
66,750
-5,580
-8% -$209K 0.16% 101
2020
Q1 		$2.3M Sell
72,330
-42,200
-37% -$1.65M 0.16% 102
2019
Q4 		$4.78M Buy
+114,530
New +$4.56M 0.25% 85

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

Beacon Investment Advisory Services's TRMB Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its Trimble (TRMB) stake by 3% in Q2 2026, buying an estimated $53.5K and bringing the position to 31,159 shares worth $1.59M. The position accounts for 0.06% of the portfolio, ranked #125.

Beacon Investment Advisory Services first reported a position in TRMB in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.05M in Q2 2021. 703 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • Beacon Investment Advisory Services held 31,159 shares of Trimble worth $1.59M as of Q2 2026.
  • Beacon Investment Advisory Services bought 905 Trimble shares in Q2 2026, an estimated $53.5K.
  • Trimble made up 0.06% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #125 holding.
  • Beacon Investment Advisory Services first reported a position in Trimble in Q4 2019 and has held it in 27 quarters since.
  • Beacon Investment Advisory Services's Trimble position peaked at $5.05M in Q2 2021.
  • 703 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.