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Foundations Investment Advisors’s Trimble TRMB Stock Holding History

Foundations Investment Advisors’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 		$306K Buy
4,698
+402
+9% +$27.9K ﹤0.01% 896
2025
Q4 		$337K Buy
4,296
+946
+28% +$75.4K ﹤0.01% 854
2025
Q3 		$274K Buy
3,350
+494
+17% +$40.3K ﹤0.01% 887
2025
Q2 		$217K Buy
+2,856
New +$192K ﹤0.01% 860
2021
Q3 		– Sell
-4,685
Closed -$390K – 336
2021
Q2 		$390K Buy
+4,685
New +$372K 0.02% 200

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

Foundations Investment Advisors's TRMB Position: Q1 2026 in Review

Foundations Investment Advisors increased its Trimble (TRMB) stake by 9.4% in Q1 2026, buying an estimated $27.9K and bringing the position to 4,698 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

Foundations Investment Advisors first reported a position in TRMB in Q2 2021 and has held it in 5 quarters since. The position peaked at $390K in Q2 2021. 774 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

  • Foundations Investment Advisors held 4,698 shares of Trimble worth $306K as of Q1 2026.
  • Foundations Investment Advisors bought 402 Trimble shares in Q1 2026, an estimated $27.9K.
  • Trimble made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #896 holding.
  • Foundations Investment Advisors first reported a position in Trimble in Q2 2021 and has held it in 5 quarters since.
  • Foundations Investment Advisors's Trimble position peaked at $390K in Q2 2021.
  • 774 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.