Carolinas Wealth Consulting’s Trimble TRMB Stock Holding History

Carolinas Wealth Consulting’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 Q2	–	Sell	-58	Closed	-$3.77K	–	857
2025 Q1	$3.77K	Buy	58 +6	+12%	+$431	﹤0.01%	654
2024 Q4	$3.63K	Buy	52 +47	+940%	+$3.2K	﹤0.01%	691
2024 Q3	$311	Buy	+5	New	+$279	﹤0.01%	1036
2024 Q1	–	Sell	-239	Closed	-$12.7K	–	1151
2023 Q4	$12.7K	Hold	239	–	–	﹤0.01%	507
2023 Q3	$11.3K	Hold	239	–	–	﹤0.01%	504
2023 Q2	$12.7K	Hold	239	–	–	﹤0.01%	560
2023 Q1	$12.5K	Hold	239	–	–	﹤0.01%	574
2022 Q4	$12.1K	Hold	239	–	–	﹤0.01%	590
2022 Q3	$13K	Hold	239	–	–	﹤0.01%	524
2022 Q2	$14K	Hold	239	–	–	﹤0.01%	525
2022 Q1	$17K	Hold	239	–	–	﹤0.01%	521
2021 Q4	$21K	Hold	239	–	–	﹤0.01%	483
2021 Q3	$20K	Hold	239	–	–	﹤0.01%	473
2021 Q2	$20K	Hold	239	–	–	﹤0.01%	501
2021 Q1	$19K	Hold	239	–	–	﹤0.01%	522
2020 Q4	$16K	Hold	239	–	–	﹤0.01%	517
2020 Q3	$12K	Hold	239	–	–	﹤0.01%	461
2020 Q2	$10K	Buy	+239	New	+$8.96K	﹤0.01%	343

Other funds holding TRMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Carolinas Wealth Consulting's TRMB Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Trimble (TRMB) in Q2 2025, closing a stake of 58 shares — an estimated $3.77K sold.

Carolinas Wealth Consulting first reported a position in TRMB in Q2 2020 and held it in 18 quarters. The position peaked at $21K in Q4 2021. 738 funds tracked by Wall St. Rank hold TRMB as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Trimble position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 58 Trimble shares in Q2 2025, an estimated $3.77K.
Carolinas Wealth Consulting first reported a position in Trimble in Q2 2020 and held it in 18 quarters.
Carolinas Wealth Consulting's Trimble position peaked at $21K in Q4 2021.
738 funds tracked by Wall St. Rank held Trimble as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.