Creative Planning’s Trimble TRMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.9M | Buy |
90,459
+37,783
| +72% | +$2.63M | ﹤0.01% | 1068 |
|
|
2025
Q4 | $4.13M | Buy |
52,676
+4,944
| +10% | +$394K | ﹤0.01% | 1147 |
|
|
2025
Q3 | $3.9M | Sell |
47,732
-2,750
| -5% | -$224K | ﹤0.01% | 1027 |
|
|
2025
Q2 | $3.84M | Buy |
50,482
+6,474
| +15% | +$435K | ﹤0.01% | 894 |
|
|
2025
Q1 | $2.89M | Buy |
44,008
+8,231
| +23% | +$592K | ﹤0.01% | 951 |
|
|
2024
Q4 | $2.53M | Buy |
35,777
+2,950
| +9% | +$201K | ﹤0.01% | 994 |
|
|
2024
Q3 | $2.04M | Buy |
32,827
+1,277
| +4% | +$71.3K | ﹤0.01% | 1047 |
|
|
2024
Q2 | $1.76M | Buy |
31,550
+904
| +3% | +$52.2K | ﹤0.01% | 1053 |
|
|
2024
Q1 | $1.97M | Buy |
30,646
+1,387
| +5% | +$79K | ﹤0.01% | 959 |
|
|
2023
Q4 | $1.56M | Sell |
29,259
-2,897
| -9% | -$138K | ﹤0.01% | 1020 |
|
|
2023
Q3 | $1.73M | Sell |
32,156
-38
| -0.1% | -$2.01K | ﹤0.01% | 920 |
|
|
2023
Q2 | $1.7M | Buy |
32,194
+4,735
| +17% | +$232K | ﹤0.01% | 892 |
|
|
2023
Q1 | $1.44M | Buy |
27,459
+727
| +3% | +$38.8K | ﹤0.01% | 909 |
|
|
2022
Q4 | $1.35M | Buy |
26,732
+7,380
| +38% | +$411K | ﹤0.01% | 897 |
|
|
2022
Q3 | $1.05M | Buy |
19,352
+1,755
| +10% | +$111K | ﹤0.01% | 947 |
|
|
2022
Q2 | $1.02M | Sell |
17,597
-11,992
| -41% | -$787K | ﹤0.01% | 968 |
|
|
2022
Q1 | $2.13M | Sell |
29,589
-1,453
| -5% | -$103K | ﹤0.01% | 697 |
|
|
2021
Q4 | $2.71M | Sell |
31,042
-569
| -2% | -$48.9K | ﹤0.01% | 597 |
|
|
2021
Q3 | $2.6M | Buy |
31,611
+12,939
| +69% | +$1.14M | ﹤0.01% | 603 |
|
|
2021
Q2 | $1.53M | Sell |
18,672
-22,173
| -54% | -$1.76M | ﹤0.01% | 773 |
|
|
2021
Q1 | $3.18M | Buy |
40,845
+4,194
| +11% | +$303K | 0.01% | 542 |
|
|
2020
Q4 | $2.45M | Buy |
36,651
+13,647
| +59% | +$783K | 0.01% | 590 |
|
|
2020
Q3 | $1.12M | Sell |
23,004
-258
| -1% | -$12.3K | ﹤0.01% | 754 |
|
|
2020
Q2 | $1M | Sell |
23,262
-171
| -0.7% | -$6.41K | ﹤0.01% | 741 |
|
|
2020
Q1 | $746K | Sell |
23,433
-3,350
| -13% | -$131K | ﹤0.01% | 762 |
|
|
2019
Q4 | $1.12M | Sell |
26,783
-1,450
| -5% | -$57.7K | ﹤0.01% | 738 |
|
|
2019
Q3 | $1.1M | Buy |
28,233
+2,173
| +8% | +$87.4K | ﹤0.01% | 713 |
|
|
2019
Q2 | $1.18M | Sell |
26,060
-1,114
| -4% | -$46.3K | ﹤0.01% | 702 |
|
|
2019
Q1 | $1.1M | Buy |
27,174
+1,409
| +5% | +$53.5K | ﹤0.01% | 697 |
|
|
2018
Q4 | $848K | Sell |
25,765
-3,431
| -12% | -$126K | ﹤0.01% | 730 |
|
|
2018
Q3 | $1.27M | Sell |
29,196
-554
| -2% | -$21.6K | ﹤0.01% | 661 |
|
|
2018
Q2 | $977K | Buy |
29,750
+333
| +1% | +$11.6K | ﹤0.01% | 760 |
|
|
2018
Q1 | $1.05M | Buy |
29,417
+29
| +0.1% | +$1.17K | ﹤0.01% | 708 |
|
|
2017
Q4 | $1.19M | Buy |
29,388
+11,450
| +64% | +$469K | 0.01% | 636 |
|
|
2017
Q3 | $704K | Buy |
17,938
+546
| +3% | +$20.8K | ﹤0.01% | 882 |
|
|
2017
Q2 | $620K | Buy |
17,392
+51
| +0.3% | +$1.77K | ﹤0.01% | 911 |
|
|
2017
Q1 | $555K | Buy |
17,341
+51
| +0.3% | +$1.58K | ﹤0.01% | 936 |
|
|
2016
Q4 | $521K | Buy |
17,290
+185
| +1% | +$5.3K | ﹤0.01% | 902 |
|
|
2016
Q3 | $489K | Buy |
17,105
+967
| +6% | +$25.8K | ﹤0.01% | 907 |
|
|
2016
Q2 | $393K | Hold |
16,138
| – | – | ﹤0.01% | 904 |
|
|
2016
Q1 | $400K | Sell |
16,138
-761
| -5% | -$16.8K | ﹤0.01% | 845 |
|
|
2015
Q4 | $362K | Buy |
16,899
+51
| +0.3% | +$1.06K | ﹤0.01% | 905 |
|
|
2015
Q3 | $277K | Sell |
16,848
-1,600
| -9% | -$32.3K | ﹤0.01% | 1017 |
|
|
2015
Q2 | $433K | Sell |
18,448
-285
| -2% | -$6.96K | ﹤0.01% | 708 |
|
|
2015
Q1 | $472K | Buy |
18,733
+345
| +2% | +$8.85K | ﹤0.01% | 761 |
|
|
2014
Q4 | $488K | Buy |
18,388
+835
| +5% | +$23.6K | 0.01% | 703 |
|
|
2014
Q3 | $535K | Buy |
17,553
+5,540
| +46% | +$180K | 0.01% | 628 |
|
|
2014
Q2 | $444K | Buy |
12,013
+1,125
| +10% | +$42.1K | 0.01% | 687 |
|
|
2014
Q1 | $423K | Buy |
10,888
+8,091
| +289% | +$291K | 0.01% | 695 |
|
|
2013
Q4 | $97K | Sell |
2,797
-163
| -6% | -$5.14K | ﹤0.01% | 1213 |
|
|
2013
Q3 | $88K | Buy |
2,960
+800
| +37% | +$21.9K | ﹤0.01% | 1191 |
|
|
2013
Q2 | $56K | Buy |
+2,160
| New | +$59.7K | ﹤0.01% | 1323 |
|
Other funds holding TRMB
VCM
VPM
GIM
Creative Planning's TRMB Position: Q1 2026 in Review
Creative Planning increased its Trimble (TRMB) stake by 72% in Q1 2026, buying an estimated $2.63M and bringing the position to 90,459 shares worth $5.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1068.
Creative Planning first reported a position in TRMB in Q2 2013 and has held it in 52 quarters since. 774 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.
- Creative Planning held 90,459 shares of Trimble worth $5.9M as of Q1 2026.
- Creative Planning bought 37,783 Trimble shares in Q1 2026, an estimated $2.63M.
- Trimble made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1068 holding.
- Creative Planning first reported a position in Trimble in Q2 2013 and has held it in 52 quarters since.
- 774 funds tracked by Wall St. Rank held Trimble as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.