HWM
TRMB icon

HB Wealth Management’s Trimble TRMB Stock Holding History

HB Wealth 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
Q2 		– Sell
-5,701
Closed -$372K – 1787
2026
Q1 		$372K Buy
5,701
+643
+13% +$44.7K ﹤0.01% 1107
2025
Q4 		$396K Buy
5,058
+1,064
+27% +$84.8K ﹤0.01% 994
2025
Q3 		$326K Buy
3,994
+816
+26% +$66.6K ﹤0.01% 1033
2025
Q2 		$241K Buy
+3,178
New +$213K ﹤0.01% 1030

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

HB Wealth Management's TRMB Position: Q2 2026 in Review

HB Wealth Management sold out of Trimble (TRMB) in Q2 2026, closing a stake of 5,701 shares — an estimated $372K sold.

HB Wealth Management first reported a position in TRMB in Q2 2025 and held it in 4 quarters. The position peaked at $396K in Q4 2025. 703 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • HB Wealth Management reported no remaining Trimble position as of Q2 2026 after selling out during the quarter.
  • HB Wealth Management sold 5,701 Trimble shares in Q2 2026, an estimated $372K.
  • HB Wealth Management first reported a position in Trimble in Q2 2025 and held it in 4 quarters.
  • HB Wealth Management's Trimble position peaked at $396K in Q4 2025.
  • 703 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.