Callan Family Office’s Trimble TRMB Stock Holding History

Callan Family Office’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	$1.96M	Buy	38,242 +9,570	+33%	+$566K	0.04%	401
2026 Q1	$1.87M	Buy	28,672 +1,587	+6%	+$110K	0.04%	376
2025 Q4	$2.12M	Buy	27,085 +22,096	+443%	+$1.76M	0.05%	340
2025 Q3	$407K	Sell	4,989 -792	-14%	-$64.6K	0.01%	605
2025 Q2	$439K	Buy	+5,781	New	+$388K	0.01%	632

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

Callan Family Office's TRMB Position: Q2 2026 in Review

Callan Family Office increased its Trimble (TRMB) stake by 33% in Q2 2026, buying an estimated $566K and bringing the position to 38,242 shares worth $1.96M. The position accounts for 0.04% of the portfolio, ranked #401.

Callan Family Office first reported a position in TRMB in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.12M in Q4 2025. 709 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

Callan Family Office held 38,242 shares of Trimble worth $1.96M as of Q2 2026.
Callan Family Office bought 9,570 Trimble shares in Q2 2026, an estimated $566K.
Trimble made up 0.04% of Callan Family Office's portfolio in Q2 2026, its #401 holding.
Callan Family Office first reported a position in Trimble in Q2 2025 and has held it in 5 quarters since.
Callan Family Office's Trimble position peaked at $2.12M in Q4 2025.
709 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.