Institute for Wealth Management’s Trimble TRMB Stock Holding History

Institute for 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	$2.3K	Buy	+45	New	+$2.66K	﹤0.01%	1572

Other funds holding TRMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Institute for Wealth Management's TRMB Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Trimble (TRMB) in Q2 2026: 45 shares worth $2.3K. The stake represents ﹤0.01% of the portfolio and ranks #1572 among its holdings.

364 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

Institute for Wealth Management held 45 shares of Trimble worth $2.3K as of Q2 2026.
Trimble was a new Institute for Wealth Management position in Q2 2026.
Trimble made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1572 holding.
364 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.