CFO
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Callan Family Office's TRMB Position: Q1 2026 in Review

Callan Family Office increased its Trimble (TRMB) stake by 5.9% in Q1 2026, buying an estimated $110K and bringing the position to 28,672 shares worth $1.87M. The position accounts for 0.04% of the portfolio, ranked #376.

Callan Family Office first reported a position in TRMB in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.12M in Q4 2025. 774 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

  • Callan Family Office held 28,672 shares of Trimble worth $1.87M as of Q1 2026.
  • Callan Family Office bought 1,587 Trimble shares in Q1 2026, an estimated $110K.
  • Trimble made up 0.04% of Callan Family Office's portfolio in Q1 2026, its #376 holding.
  • Callan Family Office first reported a position in Trimble in Q2 2025 and has held it in 4 quarters since.
  • Callan Family Office's Trimble position peaked at $2.12M in Q4 2025.
  • 774 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.