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Cornerstone Planning Group’s Trimble TRMB Stock Holding History

Cornerstone Planning Group’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 		$301 Sell
6
-79
-93% -$4.67K ﹤0.01% 1778
2026
Q1 		$5.81K Buy
85
+70
+467% +$4.87K ﹤0.01% 1051
2025
Q4 		$1.05K Sell
15
-216
-94% -$17.2K ﹤0.01% 1333
2025
Q3 		$10.2K Buy
231
+221
+2,210% +$18K ﹤0.01% 776
2025
Q2 		$827 Hold
10
– – ﹤0.01% 1167
2025
Q1 		$595 Buy
+10
New +$719 ﹤0.01% 1252

Other funds holding TRMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cornerstone Planning Group's TRMB Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Trimble (TRMB) stake by 93% in Q2 2026, selling an estimated $4.67K and leaving 6 shares worth $301. The position accounts for ﹤0.01% of the portfolio, ranked #1778.

Cornerstone Planning Group first reported a position in TRMB in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.2K in Q3 2025. 367 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • Cornerstone Planning Group held 6 shares of Trimble worth $301 as of Q2 2026.
  • Cornerstone Planning Group sold 79 Trimble shares in Q2 2026, an estimated $4.67K.
  • Trimble made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1778 holding.
  • Cornerstone Planning Group first reported a position in Trimble in Q1 2025 and has held it in 6 quarters since.
  • Cornerstone Planning Group's Trimble position peaked at $10.2K in Q3 2025.
  • 367 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.