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Evelyn Partners Investment Management’s Trimble TRMB Stock Holding History

Evelyn Partners Investment 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 		$42.4K Hold
650
– – ﹤0.01% 285
2025
Q4 		$50.9K Hold
650
– – ﹤0.01% 280
2025
Q3 		$53.1K Hold
650
– – ﹤0.01% 279
2025
Q2 		$49.4K Hold
650
– – ﹤0.01% 285
2025
Q1 		$42.7K Hold
650
– – ﹤0.01% 289
2024
Q4 		$45.9K Buy
+650
New +$44.2K ﹤0.01% 278

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

Evelyn Partners Investment Management's TRMB Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Trimble (TRMB) position steady in Q1 2026 at 650 shares worth $42.4K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Evelyn Partners Investment Management first reported a position in TRMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $53.1K in Q3 2025. 776 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

  • Evelyn Partners Investment Management held 650 shares of Trimble worth $42.4K as of Q1 2026.
  • Evelyn Partners Investment Management left its Trimble share count unchanged in Q1 2026.
  • Trimble made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #285 holding.
  • Evelyn Partners Investment Management first reported a position in Trimble in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Trimble position peaked at $53.1K in Q3 2025.
  • 776 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.