Connecticut Wealth Management’s Trimble TRMB Stock Holding History

Connecticut Wealth Management’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	–	Sell	-3,548	Closed	-$278K	–	342
2025 Q4	$278K	Hold	3,548	–	–	0.01%	276
2025 Q3	$290K	Hold	3,548	–	–	0.01%	276
2025 Q2	$270K	Hold	3,548	–	–	0.01%	272
2025 Q1	$233K	Hold	3,548	–	–	0.01%	277
2024 Q4	$251K	Hold	3,548	–	–	0.01%	245
2024 Q3	$220K	Sell	3,548 -380	-10%	-$21.2K	0.01%	301
2024 Q2	$220K	Hold	3,928	–	–	0.01%	305
2024 Q1	$253K	Hold	3,928	–	–	0.01%	286
2023 Q4	$209K	Hold	3,928	–	–	0.01%	311
2023 Q3	$212K	Sell	3,928 -6	-0.2%	-$318	0.01%	282
2023 Q2	$208K	Sell	3,934 -124	-3%	-$6.07K	0.01%	255
2023 Q1	$213K	Hold	4,058	–	–	0.02%	238
2022 Q4	$205K	Hold	4,058	–	–	0.02%	195
2022 Q3	$220K	Buy	+4,058	New	+$257K	0.02%	180
2022 Q2	–	Sell	-2,922	Closed	-$211K	–	202
2022 Q1	$211K	Sell	2,922 -1	-0%	-$71	0.02%	184
2021 Q4	$255K	Hold	2,923	–	–	0.02%	176
2021 Q3	$240K	Buy	2,923 +79	+3%	+$6.94K	0.02%	178
2021 Q2	$233K	Hold	2,844	–	–	0.02%	174
2021 Q1	$221K	Buy	+2,844	New	+$205K	0.02%	158

Other funds holding TRMB

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Connecticut Wealth Management's TRMB Position: Q1 2026 in Review

Connecticut Wealth Management sold out of Trimble (TRMB) in Q1 2026, closing a stake of 3,548 shares — an estimated $278K sold.

Connecticut Wealth Management first reported a position in TRMB in Q1 2021 and held it in 19 quarters. The position peaked at $290K in Q3 2025. 776 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

Connecticut Wealth Management reported no remaining Trimble position as of Q1 2026 after selling out during the quarter.
Connecticut Wealth Management sold 3,548 Trimble shares in Q1 2026, an estimated $278K.
Connecticut Wealth Management first reported a position in Trimble in Q1 2021 and held it in 19 quarters.
Connecticut Wealth Management's Trimble position peaked at $290K in Q3 2025.
776 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.