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LVW Advisors’s Trimble TRMB Stock Holding History

LVW 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 		– Sell
-4,953
Closed -$323K – 498
2026
Q1 		$323K Sell
4,953
-624
-11% -$43.4K 0.03% 309
2025
Q4 		$437K Sell
5,577
-617
-10% -$49.2K 0.04% 214
2025
Q3 		$506K Buy
+6,194
New +$505K 0.05% 191

Other funds holding TRMB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FG
Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

LVW Advisors's TRMB Position: Q2 2026 in Review

LVW Advisors sold out of Trimble (TRMB) in Q2 2026, closing a stake of 4,953 shares — an estimated $323K sold.

LVW Advisors first reported a position in TRMB in Q3 2025 and held it in 3 quarters. The position peaked at $506K in Q3 2025. 230 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • LVW Advisors reported no remaining Trimble position as of Q2 2026 after selling out during the quarter.
  • LVW Advisors sold 4,953 Trimble shares in Q2 2026, an estimated $323K.
  • LVW Advisors first reported a position in Trimble in Q3 2025 and held it in 3 quarters.
  • LVW Advisors's Trimble position peaked at $506K in Q3 2025.
  • 230 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.