Martel Wealth Advisors’s Trimble TRMB Stock Holding History

Martel 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	–	Sell	-6,000	Closed	-$391K	–	75
2026 Q1	$391K	Hold	6,000	–	–	0.07%	56
2025 Q4	$470K	Buy	+6,000	New	+$478K	0.08%	45

Other funds holding TRMB

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

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

Martel Wealth Advisors sold out of Trimble (TRMB) in Q2 2026, closing a stake of 6,000 shares — an estimated $391K sold.

Martel Wealth Advisors first reported a position in TRMB in Q4 2025 and held it in 2 quarters. The position peaked at $470K in Q4 2025. 70 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

Martel Wealth Advisors reported no remaining Trimble position as of Q2 2026 after selling out during the quarter.
Martel Wealth Advisors sold 6,000 Trimble shares in Q2 2026, an estimated $391K.
Martel Wealth Advisors first reported a position in Trimble in Q4 2025 and held it in 2 quarters.
Martel Wealth Advisors's Trimble position peaked at $470K in Q4 2025.
70 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

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