IWC
TRMB icon

Integrated Wealth Concepts’s Trimble TRMB Stock Holding History

Integrated Wealth Concepts’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
-6,561
Closed -$428K – 2530
2026
Q1 		$428K Sell
6,561
-40,481
-86% -$2.81M ﹤0.01% 1636
2025
Q4 		$3.69M Sell
47,042
-6,449
-12% -$514K 0.04% 369
2025
Q3 		$4.37M Sell
53,491
-712
-1% -$58.1K 0.04% 415
2025
Q2 		$4.12M Buy
54,203
+4,222
+8% +$284K 0.04% 379
2025
Q1 		$3.28M Buy
49,981
+46,893
+1,519% +$3.37M 0.04% 430
2024
Q4 		$218K Buy
+3,088
New +$210K ﹤0.01% 1551
2024
Q2 		– Sell
-3,466
Closed -$223K – 1712
2024
Q1 		$223K Buy
+3,466
New +$197K ﹤0.01% 1471
2022
Q4 		– Sell
-3,843
Closed -$209K – 1076
2022
Q3 		$209K Buy
3,843
+102
+3% +$6.45K 0.01% 854
2022
Q2 		$218K Buy
3,741
+157
+4% +$10.3K 0.01% 870
2022
Q1 		$259K Sell
3,584
-7,364
-67% -$525K 0.01% 794
2021
Q4 		$955K Buy
10,948
+202
+2% +$17.3K 0.03% 435
2021
Q3 		$884K Buy
10,746
+529
+5% +$46.5K 0.03% 428
2021
Q2 		$836K Sell
10,217
-335
-3% -$26.6K 0.03% 403
2021
Q1 		$821K Buy
10,552
+367
+4% +$26.5K 0.03% 341
2020
Q4 		$680K Buy
10,185
+1,598
+19% +$91.7K 0.03% 336
2020
Q3 		$418K Buy
8,587
+1,229
+17% +$58.7K 0.03% 388
2020
Q2 		$318K Buy
7,358
+950
+15% +$35.6K 0.02% 383
2020
Q1 		$204K Sell
6,408
-67
-1% -$2.62K 0.02% 390
2019
Q4 		$270K Buy
6,475
+310
+5% +$12.3K 0.02% 384
2019
Q3 		$239K Buy
6,165
+1,153
+23% +$46.4K 0.03% 361
2019
Q2 		$226K Buy
+5,012
New +$208K 0.03% 338

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

Integrated Wealth Concepts's TRMB Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of Trimble (TRMB) in Q2 2026, closing a stake of 6,561 shares — an estimated $428K sold.

Integrated Wealth Concepts first reported a position in TRMB in Q2 2019 and held it in 21 quarters. The position peaked at $4.37M in Q3 2025. 707 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining Trimble position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 6,561 Trimble shares in Q2 2026, an estimated $428K.
  • Integrated Wealth Concepts first reported a position in Trimble in Q2 2019 and held it in 21 quarters.
  • Integrated Wealth Concepts's Trimble position peaked at $4.37M in Q3 2025.
  • 707 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.