Fortune Financial Advisors’s Trimble TRMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$275K Hold
5,375
0.12% 137
2026
Q1
$351K Buy
+5,375
New +$374K 0.18% 109

Other funds holding TRMB

Fortune Financial Advisors's TRMB Position: Q2 2026 in Review

Fortune Financial Advisors held its Trimble (TRMB) position steady in Q2 2026 at 5,375 shares worth $275K. The position accounts for 0.12% of the portfolio, ranked #137.

Fortune Financial Advisors first reported a position in TRMB in Q1 2026 and has held it in 2 quarters since. The position peaked at $351K in Q1 2026. 230 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • Fortune Financial Advisors held 5,375 shares of Trimble worth $275K as of Q2 2026.
  • Fortune Financial Advisors left its Trimble share count unchanged in Q2 2026.
  • Trimble made up 0.12% of Fortune Financial Advisors's portfolio in Q2 2026, its #137 holding.
  • Fortune Financial Advisors first reported a position in Trimble in Q1 2026 and has held it in 2 quarters since.
  • Fortune Financial Advisors's Trimble position peaked at $351K in Q1 2026.
  • 230 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.