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Beaumont Financial Advisors’s Trimble TRMB Stock Holding History

Beaumont Financial Advisors’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
2025
Q4 		– Sell
-3,409
Closed -$278K – 411
2025
Q3 		$278K Sell
3,409
-4
-0.1% -$326 0.02% 327
2025
Q2 		$259K Buy
3,413
+12
+0.4% +$806 0.02% 325
2025
Q1 		$223K Sell
3,401
-4
-0.1% -$288 0.02% 340
2024
Q4 		$241K Sell
3,405
-4
-0.1% -$272 0.02% 329
2024
Q3 		$212K Buy
+3,409
New +$190K 0.02% 334
2024
Q2 		– Sell
-3,403
Closed -$219K – 373
2024
Q1 		$219K Buy
+3,403
New +$194K 0.02% 335
2022
Q2 		– Sell
-3,303
Closed -$238K – 365
2022
Q1 		$238K Buy
+3,303
New +$235K 0.02% 322

Other funds holding TRMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Beaumont Financial Advisors's TRMB Position: Q4 2025 in Review

Beaumont Financial Advisors sold out of Trimble (TRMB) in Q4 2025, closing a stake of 3,409 shares — an estimated $278K sold.

Beaumont Financial Advisors first reported a position in TRMB in Q1 2022 and held it in 7 quarters. The position peaked at $278K in Q3 2025. 796 funds tracked by Wall St. Rank hold TRMB as of Q4 2025.

  • Beaumont Financial Advisors reported no remaining Trimble position as of Q4 2025 after selling out during the quarter.
  • Beaumont Financial Advisors sold 3,409 Trimble shares in Q4 2025, an estimated $278K.
  • Beaumont Financial Advisors first reported a position in Trimble in Q1 2022 and held it in 7 quarters.
  • Beaumont Financial Advisors's Trimble position peaked at $278K in Q3 2025.
  • 796 funds tracked by Wall St. Rank held Trimble as of Q4 2025.

Based on Beaumont Financial Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.