Carson Wealth (CWM LLC)
TRMB icon

Carson Wealth (CWM LLC)’s Trimble TRMB Stock Holding History

Carson Wealth (CWM 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
Q1 		$2.72M Sell
41,649
-6,104
-13% -$424K 0.01% 1065
2025
Q4 		$3.74M Buy
47,753
+2,889
+6% +$230K 0.01% 898
2025
Q3 		$3.66M Sell
44,864
-1,868
-4% -$152K 0.01% 843
2025
Q2 		$3.55M Buy
46,732
+6,724
+17% +$452K 0.01% 706
2025
Q1 		$2.63M Buy
40,008
+4,424
+12% +$318K 0.01% 740
2024
Q4 		$2.51M Buy
35,584
+3,644
+11% +$248K 0.01% 697
2024
Q3 		$1.98M Buy
31,940
+19,751
+162% +$1.1M 0.01% 706
2024
Q2 		$682K Buy
12,189
+8,690
+248% +$502K ﹤0.01% 1072
2024
Q1 		$225K Buy
3,499
+1,189
+51% +$67.7K ﹤0.01% 1459
2023
Q4 		$123K Buy
2,310
+171
+8% +$8.15K ﹤0.01% 1633
2023
Q3 		$115K Buy
2,139
+143
+7% +$7.58K ﹤0.01% 1556
2023
Q2 		$106K Sell
1,996
-1,394
-41% -$68.2K ﹤0.01% 1545
2023
Q1 		$178K Buy
3,390
+199
+6% +$10.6K ﹤0.01% 1236
2022
Q4 		$161K Sell
3,191
-1,275
-29% -$71K ﹤0.01% 1184
2022
Q3 		$242K Buy
4,466
+819
+22% +$51.8K ﹤0.01% 980
2022
Q2 		$212K Buy
3,647
+1,184
+48% +$77.7K ﹤0.01% 1027
2022
Q1 		$178K Buy
2,463
+1,692
+219% +$121K ﹤0.01% 1088
2021
Q4 		$67K Buy
+771
New +$66.2K ﹤0.01% 1464
2021
Q2 		$30K Hold
361
– – ﹤0.01% 1624
2021
Q1 		$30K Hold
361
– – ﹤0.01% 1624
2020
Q4 		$30K Hold
361
– – ﹤0.01% 1624
2020
Q3 		$30K Hold
361
– – ﹤0.01% 1624
2020
Q2 		$30K Hold
361
– – ﹤0.01% 1624
2020
Q1 		$30K Hold
361
– – ﹤0.01% 1624
2019
Q4 		$30K Hold
361
– – ﹤0.01% 1624
2019
Q3 		$30K Hold
361
– – ﹤0.01% 1624
2019
Q2 		$30K Hold
361
– – ﹤0.01% 1624
2019
Q1 		$30K Sell
361
-65,868
-99% -$2.5M ﹤0.01% 1624
2018
Q4 		$2.18M Sell
66,229
-7,829
-11% -$288K 0.05% 276
2018
Q3 		$3.22M Buy
74,058
+28,800
+64% +$1.13M 0.08% 217
2018
Q2 		$1.49M Buy
45,258
+45,034
+20,104% +$1.56M 0.05% 238
2018
Q1 		$8K Hold
224
– – ﹤0.01% 905
2017
Q4 		$9K Hold
224
– – ﹤0.01% 917
2017
Q3 		$9K Buy
+224
New +$8.52K ﹤0.01% 922
2017
Q2 		– Sell
-13
Closed – – 1314
2017
Q1 		$0 Hold
13
– – ﹤0.01% 1314
2016
Q4 		$0 Hold
13
– – ﹤0.01% 1184
2016
Q3 		$0 Sell
13
-30
-70% -$802 ﹤0.01% 1066
2016
Q2 		$1K Sell
43
-26
-38% -$651 ﹤0.01% 763
2016
Q1 		$2K Sell
69
-53
-43% -$1.17K ﹤0.01% 687
2015
Q4 		$3K Sell
122
-112,510
-100% -$2.34M ﹤0.01% 575
2015
Q3 		$1.85M Buy
112,632
+10,084
+10% +$203K 0.19% 128
2015
Q2 		$2.41M Buy
102,548
+12,945
+14% +$316K 0.23% 124
2015
Q1 		$2.26M Buy
89,603
+9,290
+12% +$238K 0.23% 123
2014
Q4 		$2.13M Sell
80,313
-132,656
-62% -$3.74M 0.26% 123
2014
Q3 		$6.5M Buy
212,969
+23,400
+12% +$760K 0.94% 34
2014
Q2 		$7M Sell
189,569
-10,827
-5% -$405K 1.25% 28
2014
Q1 		$7.79M Buy
200,396
+46,590
+30% +$1.68M 1.06% 30
2013
Q4 		$5.32M Buy
153,806
+10,817
+8% +$341K 0.83% 32
2013
Q3 		$4.25M Buy
+142,989
New +$3.91M 1.11% 23

Other funds holding TRMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 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 $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

Carson Wealth (CWM LLC)'s TRMB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Trimble (TRMB) stake by 13% in Q1 2026, selling an estimated $424K and leaving 41,649 shares worth $2.72M. The position accounts for 0.01% of the portfolio, ranked #1065.

Carson Wealth (CWM LLC) first reported a position in TRMB in Q3 2013 and has held it in 49 quarters since. The position peaked at $7.79M in Q1 2014. 778 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 41,649 shares of Trimble worth $2.72M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 6,104 Trimble shares in Q1 2026, an estimated $424K.
  • Trimble made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1065 holding.
  • Carson Wealth (CWM LLC) first reported a position in Trimble in Q3 2013 and has held it in 49 quarters since.
  • Carson Wealth (CWM LLC)'s Trimble position peaked at $7.79M in Q1 2014.
  • 778 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.