JWA
TRMB icon

JFS Wealth Advisors’s Trimble TRMB Stock Holding History

JFS 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 		$6.04K Sell
118
-90
-43% -$5.32K ﹤0.01% 1212
2026
Q1 		$13.6K Buy
208
+9
+5% +$625 ﹤0.01% 841
2025
Q4 		$15.6K Buy
199
+48
+32% +$3.83K ﹤0.01% 830
2025
Q3 		$12.3K Sell
151
-125
-45% -$10.2K ﹤0.01% 838
2025
Q2 		$21K Buy
276
+37
+15% +$2.48K ﹤0.01% 647
2025
Q1 		$15.7K Buy
239
+3
+1% +$216 ﹤0.01% 733
2024
Q4 		$16.7K Buy
236
+127
+117% +$8.63K ﹤0.01% 690
2024
Q3 		$6.77K Buy
109
+4
+4% +$223 ﹤0.01% 1001
2024
Q2 		$5.87K Hold
105
– – ﹤0.01% 1001
2024
Q1 		$6.76K Hold
105
– – ﹤0.01% 972
2023
Q4 		$5.59K Buy
105
+75
+250% +$3.58K ﹤0.01% 1010
2023
Q3 		$1.62K Sell
30
-54
-64% -$2.86K ﹤0.01% 1446
2023
Q2 		$4.45K Hold
84
– – ﹤0.01% 1058
2023
Q1 		$4.4K Buy
84
+33
+65% +$1.76K ﹤0.01% 1044
2022
Q4 		$2.58K Sell
51
-8
-14% -$445 ﹤0.01% 1270
2022
Q3 		$3K Sell
59
-43
-42% -$2.72K ﹤0.01% 1250
2022
Q2 		$6K Buy
102
+71
+229% +$4.66K ﹤0.01% 959
2022
Q1 		$2K Buy
31
+8
+35% +$570 ﹤0.01% 1506
2021
Q4 		$2K Buy
+23
New +$1.98K ﹤0.01% 1175

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

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

JFS Wealth Advisors reduced its Trimble (TRMB) stake by 43% in Q2 2026, selling an estimated $5.32K and leaving 118 shares worth $6.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

JFS Wealth Advisors first reported a position in TRMB in Q4 2021 and has held it in 19 quarters since. The position peaked at $21K in Q2 2025. 703 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • JFS Wealth Advisors held 118 shares of Trimble worth $6.04K as of Q2 2026.
  • JFS Wealth Advisors sold 90 Trimble shares in Q2 2026, an estimated $5.32K.
  • Trimble made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1212 holding.
  • JFS Wealth Advisors first reported a position in Trimble in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Trimble position peaked at $21K in Q2 2025.
  • 703 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.