Bogart Wealth LLC’s Trimble TRMB Stock Holding History

Bogart Wealth LLC’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	$5.83K	Buy	114 +73	+178%	+$4.32K	﹤0.01%	1156
2026 Q1	$2.67K	Buy	41 +35	+583%	+$2.43K	﹤0.01%	1214
2025 Q4	$470	Buy	+6	New	+$478	﹤0.01%	1487

Other funds holding TRMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Bogart Wealth LLC's TRMB Position: Q2 2026 in Review

Bogart Wealth LLC increased its Trimble (TRMB) stake by 178% in Q2 2026, buying an estimated $4.32K and bringing the position to 114 shares worth $5.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

Bogart Wealth LLC first reported a position in TRMB in Q4 2025 and has held it in 3 quarters since. 709 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

Bogart Wealth LLC held 114 shares of Trimble worth $5.83K as of Q2 2026.
Bogart Wealth LLC bought 73 Trimble shares in Q2 2026, an estimated $4.32K.
Trimble made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1156 holding.
Bogart Wealth LLC first reported a position in Trimble in Q4 2025 and has held it in 3 quarters since.
709 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.