CI
TRMB icon

CX Institutional’s Trimble TRMB Stock Holding History

CX Institutional’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
Q3 		$569K Buy
9,963
+1,367
+16% +$77.6K 0.02% 441
2026
Q2 		$440K Sell
8,596
-116
-1% -$6.86K 0.01% 505
2026
Q1 		$568K Buy
8,712
+871
+11% +$60.5K 0.02% 438
2025
Q4 		$614K Buy
7,841
+693
+10% +$55.2K 0.02% 367
2025
Q3 		$584K Buy
7,148
+94
+1% +$7.67K 0.02% 393
2025
Q2 		$536K Buy
7,054
+739
+12% +$49.6K 0.02% 359
2025
Q1 		$415K Sell
6,315
-53
-0.8% -$3.81K 0.02% 409
2024
Q4 		$450K Buy
6,368
+250
+4% +$17K 0.02% 360
2024
Q3 		$380K Buy
6,118
+81
+1% +$4.52K 0.02% 424
2024
Q2 		$338K Sell
6,037
-11
-0.2% -$635 0.02% 436
2024
Q1 		$389K Buy
6,048
+968
+19% +$55.1K 0.02% 401
2023
Q4 		$270K Buy
+5,080
New +$242K 0.01% 428
2022
Q3 		– Sell
-51
Closed -$3K – 1075
2022
Q2 		$3K Buy
+51
New +$3.35K ﹤0.01% 1075
2021
Q4 		– Sell
-210
Closed -$17K – 844
2021
Q3 		$17K Buy
210
+11
+6% +$966 ﹤0.01% 764
2021
Q2 		$16K Buy
199
+152
+323% +$12.1K ﹤0.01% 771
2021
Q1 		$4K Buy
47
+14
+42% +$1.01K ﹤0.01% 805
2020
Q4 		$2K Hold
33
– – ﹤0.01% 830
2020
Q3 		$2K Buy
33
+6
+22% +$287 ﹤0.01% 824
2020
Q2 		$1K Buy
+27
New +$1.01K ﹤0.01% 835

Other funds holding TRMB

BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

CX Institutional's TRMB Position: Q3 2026 in Review

CX Institutional increased its Trimble (TRMB) stake by 16% in Q3 2026, buying an estimated $77.6K and bringing the position to 9,963 shares worth $569K. The position accounts for 0.02% of the portfolio, ranked #441.

CX Institutional first reported a position in TRMB in Q2 2020 and has held it in 19 quarters since. The position peaked at $614K in Q4 2025. 19 funds tracked by Wall St. Rank hold TRMB as of Q3 2026.

  • CX Institutional held 9,963 shares of Trimble worth $569K as of Q3 2026.
  • CX Institutional bought 1,367 Trimble shares in Q3 2026, an estimated $77.6K.
  • Trimble made up 0.02% of CX Institutional's portfolio in Q3 2026, its #441 holding.
  • CX Institutional first reported a position in Trimble in Q2 2020 and has held it in 19 quarters since.
  • CX Institutional's Trimble position peaked at $614K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Trimble as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.