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Lloyd Advisory Services’s Trimble TRMB Stock Holding History

Lloyd Advisory Services’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 		$7.27K Buy
142
+53
+60% +$3.13K ﹤0.01% 397
2026
Q1 		$5.8K Buy
89
+82
+1,171% +$5.7K ﹤0.01% 540
2025
Q4 		$548 Buy
+7
New +$558 ﹤0.01% 514

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 $3.38T AUM 44.17% 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

Lloyd Advisory Services's TRMB Position: Q2 2026 in Review

Lloyd Advisory Services increased its Trimble (TRMB) stake by 60% in Q2 2026, buying an estimated $3.13K and bringing the position to 142 shares worth $7.27K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Lloyd Advisory Services first reported a position in TRMB in Q4 2025 and has held it in 3 quarters since. 709 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • Lloyd Advisory Services held 142 shares of Trimble worth $7.27K as of Q2 2026.
  • Lloyd Advisory Services bought 53 Trimble shares in Q2 2026, an estimated $3.13K.
  • Trimble made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #397 holding.
  • Lloyd Advisory Services first reported a position in Trimble in Q4 2025 and has held it in 3 quarters since.
  • 709 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.