DWM
TRMB icon

Dynasty Wealth Management’s Trimble TRMB Stock Holding History

Dynasty 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 		$1.3M Buy
19,978
+10,558
+112% +$734K 0.01% 155
2025
Q4 		$738K Buy
9,420
+1,036
+12% +$82.6K 0.01% 211
2025
Q3 		$685K Buy
8,384
+1,267
+18% +$103K 0.01% 195
2025
Q2 		$541K Sell
7,117
-1,347
-16% -$90.5K 0.01% 174
2025
Q1 		$556K Buy
8,464
+847
+11% +$60.9K 0.01% 191
2024
Q4 		$538K Buy
+7,617
New +$518K 0.01% 198

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

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

Dynasty Wealth Management increased its Trimble (TRMB) stake by 112% in Q1 2026, buying an estimated $734K and bringing the position to 19,978 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #155.

Dynasty Wealth Management first reported a position in TRMB in Q4 2024 and has held it in 6 quarters since. 774 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

  • Dynasty Wealth Management held 19,978 shares of Trimble worth $1.3M as of Q1 2026.
  • Dynasty Wealth Management bought 10,558 Trimble shares in Q1 2026, an estimated $734K.
  • Trimble made up 0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #155 holding.
  • Dynasty Wealth Management first reported a position in Trimble in Q4 2024 and has held it in 6 quarters since.
  • 774 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.