Clifford Swan Investment Counsel’s Trimble TRMB Stock Holding History

Clifford Swan Investment Counsel’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	–	Sell	-4,298	Closed	-$280K	–	353
2026 Q1	$280K	Sell	4,298 -882	-17%	-$61.3K	0.01%	277
2025 Q4	$406K	Sell	5,180 -225	-4%	-$17.9K	0.01%	240
2025 Q3	$441K	Sell	5,405 -3	-0.1%	-$245	0.01%	231
2025 Q2	$411K	Buy	5,408 +2,208	+69%	+$148K	0.01%	237
2025 Q1	$210K	Hold	3,200	–	–	0.01%	300
2024 Q4	$226K	Buy	+3,200	New	+$218K	0.01%	295
2024 Q2	–	Sell	-3,200	Closed	-$206K	–	310
2024 Q1	$206K	Buy	+3,200	New	+$182K	0.01%	301
2022 Q2	–	Sell	-3,200	Closed	-$231K	–	323
2022 Q1	$231K	Hold	3,200	–	–	0.01%	309
2021 Q4	$279K	Hold	3,200	–	–	0.01%	295
2021 Q3	$279K	Hold	3,200	–	–	0.01%	299
2021 Q2	$278K	Hold	3,200	–	–	0.01%	286
2021 Q1	$249K	Hold	3,200	–	–	0.01%	299
2020 Q4	$214K	Buy	+3,200	New	+$184K	0.01%	307

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 $3.37T AUM 44.26% 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

Clifford Swan Investment Counsel's TRMB Position: Q2 2026 in Review

Clifford Swan Investment Counsel sold out of Trimble (TRMB) in Q2 2026, closing a stake of 4,298 shares — an estimated $280K sold.

Clifford Swan Investment Counsel first reported a position in TRMB in Q4 2020 and held it in 13 quarters. The position peaked at $441K in Q3 2025. 703 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

Clifford Swan Investment Counsel reported no remaining Trimble position as of Q2 2026 after selling out during the quarter.
Clifford Swan Investment Counsel sold 4,298 Trimble shares in Q2 2026, an estimated $280K.
Clifford Swan Investment Counsel first reported a position in Trimble in Q4 2020 and held it in 13 quarters.
Clifford Swan Investment Counsel's Trimble position peaked at $441K in Q3 2025.
703 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.