FWA
TRMB icon

FSM Wealth Advisors’s Trimble TRMB Stock Holding History

FSM Wealth 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
Q2 		$219K Sell
4,282
-398
-9% -$23.5K 0.02% 324
2026
Q1 		$305K Buy
4,680
+123
+3% +$8.55K 0.04% 230
2025
Q4 		$357K Buy
4,557
+16
+0.4% +$1.27K 0.05% 210
2025
Q3 		$371K Buy
4,541
+107
+2% +$8.73K 0.05% 211
2025
Q2 		$349K Buy
4,434
+327
+8% +$22K 0.06% 199
2025
Q1 		$270K Buy
4,107
+22
+0.5% +$1.58K 0.06% 166
2024
Q4 		$302K Buy
4,085
+21
+0.5% +$1.43K 0.07% 136
2024
Q3 		$252K Buy
4,064
+7
+0.2% +$391 0.07% 148
2024
Q2 		$227K Sell
4,057
-7
-0.2% -$404 0.08% 143
2024
Q1 		$262K Buy
4,064
+16
+0.4% +$912 0.09% 133
2023
Q4 		$215K Buy
+4,048
New +$193K 0.09% 147

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
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 $3.37T AUM 44.26% 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

FSM Wealth Advisors's TRMB Position: Q2 2026 in Review

FSM Wealth Advisors reduced its Trimble (TRMB) stake by 8.5% in Q2 2026, selling an estimated $23.5K and leaving 4,282 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #324.

FSM Wealth Advisors first reported a position in TRMB in Q4 2023 and has held it in 11 quarters since. The position peaked at $371K in Q3 2025. 703 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • FSM Wealth Advisors held 4,282 shares of Trimble worth $219K as of Q2 2026.
  • FSM Wealth Advisors sold 398 Trimble shares in Q2 2026, an estimated $23.5K.
  • Trimble made up 0.02% of FSM Wealth Advisors's portfolio in Q2 2026, its #324 holding.
  • FSM Wealth Advisors first reported a position in Trimble in Q4 2023 and has held it in 11 quarters since.
  • FSM Wealth Advisors's Trimble position peaked at $371K in Q3 2025.
  • 703 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.