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Financial Plan Inc’s Trimble TRMB Stock Holding History

Financial Plan Inc’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 		$640K Hold
12,500
– – 0.06% 59
2026
Q1 		$815K Hold
12,500
– – 0.09% 51
2025
Q4 		$979K Buy
+12,500
New +$996K 0.11% 47

Other funds holding TRMB

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Financial Plan Inc's TRMB Position: Q2 2026 in Review

Financial Plan Inc held its Trimble (TRMB) position steady in Q2 2026 at 12,500 shares worth $640K. The position accounts for 0.06% of the portfolio, ranked #59.

Financial Plan Inc first reported a position in TRMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $979K in Q4 2025. 709 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • Financial Plan Inc held 12,500 shares of Trimble worth $640K as of Q2 2026.
  • Financial Plan Inc left its Trimble share count unchanged in Q2 2026.
  • Trimble made up 0.06% of Financial Plan Inc's portfolio in Q2 2026, its #59 holding.
  • Financial Plan Inc first reported a position in Trimble in Q4 2025 and has held it in 3 quarters since.
  • Financial Plan Inc's Trimble position peaked at $979K in Q4 2025.
  • 709 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.