Lyell Wealth Management’s Trimble TRMB Stock Holding History

Lyell Wealth Management’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
2025 Q2	–	Sell	-7,200	Closed	-$473K	–	228
2025 Q1	$473K	Hold	7,200	–	–	0.04%	148
2024 Q4	$509K	Hold	7,200	–	–	0.05%	142
2024 Q3	$447K	Hold	7,200	–	–	0.04%	152
2024 Q2	$403K	Hold	7,200	–	–	0.04%	148
2024 Q1	$463K	Hold	7,200	–	–	0.05%	142
2023 Q4	$383K	Sell	7,200 -200	-3%	-$9.54K	0.04%	145
2023 Q3	$399K	Hold	7,400	–	–	0.05%	135
2023 Q2	$392K	Hold	7,400	–	–	0.05%	141
2023 Q1	$388K	Hold	7,400	–	–	0.05%	150
2022 Q4	$374K	Hold	7,400	–	–	0.06%	150
2022 Q3	$402K	Buy	+7,400	New	+$468K	0.07%	140

Other funds holding TRMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Lyell Wealth Management's TRMB Position: Q2 2025 in Review

Lyell Wealth Management sold out of Trimble (TRMB) in Q2 2025, closing a stake of 7,200 shares — an estimated $473K sold.

Lyell Wealth Management first reported a position in TRMB in Q3 2022 and held it in 11 quarters. The position peaked at $509K in Q4 2024. 738 funds tracked by Wall St. Rank hold TRMB as of Q2 2025.

Lyell Wealth Management reported no remaining Trimble position as of Q2 2025 after selling out during the quarter.
Lyell Wealth Management sold 7,200 Trimble shares in Q2 2025, an estimated $473K.
Lyell Wealth Management first reported a position in Trimble in Q3 2022 and held it in 11 quarters.
Lyell Wealth Management's Trimble position peaked at $509K in Q4 2024.
738 funds tracked by Wall St. Rank held Trimble as of Q2 2025.

Based on Lyell Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.