CAM
TRMB icon

Contour Asset Management’s Trimble TRMB Stock Holding History

Contour Asset 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 		$110M Sell
1,689,299
-1,484,949
-47% -$103M 3.58% 14
2025
Q4 		$249M Buy
3,174,248
+75,245
+2% +$6M 5.8% 5
2025
Q3 		$253M Sell
3,099,003
-690,046
-18% -$56.3M 6.34% 4
2025
Q2 		$288M Buy
3,789,049
+188,561
+5% +$12.7M 9.41% 1
2025
Q1 		$236M Sell
3,600,488
-1,080,694
-23% -$77.7M 9.85% 1
2024
Q4 		$331M Buy
4,681,182
+197,913
+4% +$13.5M 9.57% 1
2024
Q3 		$278M Buy
4,483,269
+487,461
+12% +$27.2M 9.19% 1
2024
Q2 		$223M Buy
3,995,808
+408,361
+11% +$23.6M 7.55% 2
2024
Q1 		$231M Buy
3,587,447
+107,630
+3% +$6.13M 9.01% 2
2023
Q4 		$185M Buy
3,479,817
+442,131
+15% +$21.1M 7.64% 2
2023
Q3 		$164M Buy
3,037,686
+1,766,991
+139% +$93.6M 7.79% 2
2023
Q2 		$67.3M Buy
1,270,695
+105,708
+9% +$5.17M 3.03% 13
2023
Q1 		$61.1M Buy
+1,164,987
New +$62.2M 3.51% 15
2021
Q3 		– Sell
-1,028,100
Closed -$84.1M – 33
2021
Q2 		$84.1M Sell
1,028,100
-135,615
-12% -$10.8M 3.81% 13
2021
Q1 		$90.5M Sell
1,163,715
-153,956
-12% -$11.1M 4.83% 9
2020
Q4 		$88M Sell
1,317,671
-300,839
-19% -$17.3M 3.24% 14
2020
Q3 		$78.8M Buy
+1,618,510
New +$77.3M 3.2% 12
2018
Q4 		– Sell
-731,518
Closed -$31.8M – 40
2018
Q3 		$31.8M Buy
731,518
+193,726
+36% +$7.57M 1.11% 32
2018
Q2 		$17.7M Buy
+537,792
New +$18.7M 0.73% 31

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

Contour Asset Management's TRMB Position: Q1 2026 in Review

Contour Asset Management reduced its Trimble (TRMB) stake by 47% in Q1 2026, selling an estimated $103M and leaving 1,689,299 shares worth $110M. The position accounts for 3.58% of the portfolio, ranked #14.

Contour Asset Management first reported a position in TRMB in Q2 2018 and has held it in 19 quarters since. The position peaked at $331M in Q4 2024. 774 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

  • Contour Asset Management held 1,689,299 shares of Trimble worth $110M as of Q1 2026.
  • Contour Asset Management sold 1,484,949 Trimble shares in Q1 2026, an estimated $103M.
  • Trimble made up 3.58% of Contour Asset Management's portfolio in Q1 2026, its #14 holding.
  • Contour Asset Management first reported a position in Trimble in Q2 2018 and has held it in 19 quarters since.
  • Contour Asset Management's Trimble position peaked at $331M in Q4 2024.
  • 774 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

Based on Contour Asset Management's 13F filing for Q1 2026, filed 15 May 2026.