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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
Q1 		$815K Hold
12,500
– – 0.09% 51
2025
Q4 		$979K Buy
+12,500
New +$996K 0.11% 47

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VCM
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VPM
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $10.3B AUM 4.84% 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

Financial Plan Inc's TRMB Position: Q1 2026 in Review

Financial Plan Inc held its Trimble (TRMB) position steady in Q1 2026 at 12,500 shares worth $815K. The position accounts for 0.09% of the portfolio, ranked #51.

Financial Plan Inc first reported a position in TRMB in Q4 2025 and has held it in 2 quarters since. The position peaked at $979K in Q4 2025. 777 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

  • Financial Plan Inc held 12,500 shares of Trimble worth $815K as of Q1 2026.
  • Financial Plan Inc left its Trimble share count unchanged in Q1 2026.
  • Trimble made up 0.09% of Financial Plan Inc's portfolio in Q1 2026, its #51 holding.
  • Financial Plan Inc first reported a position in Trimble in Q4 2025 and has held it in 2 quarters since.
  • Financial Plan Inc's Trimble position peaked at $979K in Q4 2025.
  • 777 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.