FFM
TRMB icon

Forum Financial Management’s Trimble TRMB Stock Holding History

Forum Financial 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 		– Sell
-6,142
Closed -$481K – 934
2025
Q4 		$481K Buy
6,142
+602
+11% +$48K 0.01% 495
2025
Q3 		$452K Buy
5,540
+1
+0% +$82 0.01% 510
2025
Q2 		$421K Buy
5,539
+471
+9% +$31.6K 0.01% 481
2025
Q1 		$333K Buy
5,068
+18
+0.4% +$1.29K 0.01% 546
2024
Q4 		$357K Buy
5,050
+1,271
+34% +$86.4K 0.01% 518
2024
Q3 		$235K Buy
3,779
+4
+0.1% +$223 ﹤0.01% 644
2024
Q2 		$211K Buy
3,775
+4
+0.1% +$231 ﹤0.01% 654
2024
Q1 		$243K Buy
3,771
+10
+0.3% +$570 ﹤0.01% 603
2023
Q4 		$200K Buy
+3,761
New +$179K ﹤0.01% 650
2022
Q1 		– Sell
-2,644
Closed -$231K – 675
2021
Q4 		$231K Buy
+2,644
New +$227K 0.01% 551

Other funds holding TRMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Forum Financial Management's TRMB Position: Q1 2026 in Review

Forum Financial Management sold out of Trimble (TRMB) in Q1 2026, closing a stake of 6,142 shares — an estimated $481K sold.

Forum Financial Management first reported a position in TRMB in Q4 2021 and held it in 10 quarters. The position peaked at $481K in Q4 2025. 778 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

  • Forum Financial Management reported no remaining Trimble position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 6,142 Trimble shares in Q1 2026, an estimated $481K.
  • Forum Financial Management first reported a position in Trimble in Q4 2021 and held it in 10 quarters.
  • Forum Financial Management's Trimble position peaked at $481K in Q4 2025.
  • 778 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.