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Lifeworks Advisors’s Trimble TRMB Stock Holding History

Lifeworks 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 		$511K Buy
9,988
+1,486
+17% +$87.8K 0.05% 201
2026
Q1 		$555K Buy
8,502
+1,033
+14% +$71.8K 0.07% 184
2025
Q4 		$585K Buy
7,469
+2,660
+55% +$212K 0.08% 194
2025
Q3 		$393K Buy
+4,809
New +$392K 0.05% 231
2022
Q2 		– Sell
-10,325
Closed -$745K – 150
2022
Q1 		$745K Buy
10,325
+5,240
+103% +$373K 0.49% 74
2021
Q4 		$443K Buy
+5,085
New +$437K 0.35% 84

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

Lifeworks Advisors's TRMB Position: Q2 2026 in Review

Lifeworks Advisors increased its Trimble (TRMB) stake by 17% in Q2 2026, buying an estimated $87.8K and bringing the position to 9,988 shares worth $511K. The position accounts for 0.05% of the portfolio, ranked #201.

Lifeworks Advisors first reported a position in TRMB in Q4 2021 and has held it in 6 quarters since. The position peaked at $745K in Q1 2022. 706 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • Lifeworks Advisors held 9,988 shares of Trimble worth $511K as of Q2 2026.
  • Lifeworks Advisors bought 1,486 Trimble shares in Q2 2026, an estimated $87.8K.
  • Trimble made up 0.05% of Lifeworks Advisors's portfolio in Q2 2026, its #201 holding.
  • Lifeworks Advisors first reported a position in Trimble in Q4 2021 and has held it in 6 quarters since.
  • Lifeworks Advisors's Trimble position peaked at $745K in Q1 2022.
  • 706 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.