MFG
TRMB icon

Merit Financial Group’s Trimble TRMB Stock Holding History

Merit Financial Group’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 		$1.32M Sell
25,811
-3,965
-13% -$234K 0.01% 935
2026
Q1 		$1.94M Buy
29,776
+5,888
+25% +$409K 0.01% 692
2025
Q4 		$1.87M Buy
23,888
+12,897
+117% +$1.03M 0.02% 672
2025
Q3 		$897K Sell
10,991
-134
-1% -$10.9K 0.01% 913
2025
Q2 		$845K Sell
11,125
-1,063
-9% -$71.4K 0.01% 864
2025
Q1 		$800K Buy
12,188
+3,665
+43% +$263K 0.01% 739
2024
Q4 		$602K Buy
+8,523
New +$579K 0.01% 659
2024
Q3 		– Sell
-5,183
Closed -$290K – 957
2024
Q2 		$290K Buy
+5,183
New +$299K 0.01% 744

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

Merit Financial Group's TRMB Position: Q2 2026 in Review

Merit Financial Group reduced its Trimble (TRMB) stake by 13% in Q2 2026, selling an estimated $234K and leaving 25,811 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #935.

Merit Financial Group first reported a position in TRMB in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.94M in Q1 2026. 703 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • Merit Financial Group held 25,811 shares of Trimble worth $1.32M as of Q2 2026.
  • Merit Financial Group sold 3,965 Trimble shares in Q2 2026, an estimated $234K.
  • Trimble made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #935 holding.
  • Merit Financial Group first reported a position in Trimble in Q2 2024 and has held it in 8 quarters since.
  • Merit Financial Group's Trimble position peaked at $1.94M in Q1 2026.
  • 703 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.