MWM
TRMB icon

Mission Wealth Management’s Trimble TRMB Stock Holding History

Mission 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
2026
Q2 		$722K Buy
14,099
+415
+3% +$24.5K 0.01% 567
2026
Q1 		$893K Sell
13,684
-48
-0.3% -$3.34K 0.02% 344
2025
Q4 		$1.08M Sell
13,732
-1,773
-11% -$141K 0.02% 317
2025
Q3 		$1.27M Sell
15,505
-340
-2% -$27.7K 0.03% 287
2025
Q2 		$1.2M Sell
15,845
-654
-4% -$43.9K 0.03% 294
2025
Q1 		$1.08M Buy
16,499
+536
+3% +$38.5K 0.03% 283
2024
Q4 		$1.13M Sell
15,963
-2,307
-13% -$157K 0.03% 264
2024
Q3 		$1.13M Sell
18,270
-1,042
-5% -$58.2K 0.03% 263
2024
Q2 		$1.08M Buy
19,312
+33
+0.2% +$1.91K 0.03% 252
2024
Q1 		$1.24M Sell
19,279
-998
-5% -$56.9K 0.03% 246
2023
Q4 		$1.08M Buy
20,277
+1,145
+6% +$54.6K 0.04% 220
2023
Q3 		$1.03M Sell
19,132
-111
-0.6% -$5.88K 0.04% 216
2023
Q2 		$1.02M Buy
19,243
+7
+0% +$342 0.04% 213
2023
Q1 		$1.01M Buy
19,236
+402
+2% +$21.4K 0.04% 212
2022
Q4 		$952K Buy
18,834
+415
+2% +$23.1K 0.05% 209
2022
Q3 		$1M Buy
18,419
+372
+2% +$23.5K 0.05% 188
2022
Q2 		$1.05M Buy
18,047
+2,750
+18% +$181K 0.06% 185
2022
Q1 		$1.1M Buy
15,297
+2,181
+17% +$155K 0.05% 186
2021
Q4 		$1.14M Sell
13,116
-32
-0.2% -$2.75K 0.05% 179
2021
Q3 		$1.08M Buy
13,148
+4,404
+50% +$387K 0.06% 169
2021
Q2 		$716K Sell
8,744
-120
-1% -$9.54K 0.04% 220
2021
Q1 		$690K Buy
8,864
+694
+8% +$50.1K 0.04% 203
2020
Q4 		$546K Buy
8,170
+3,432
+72% +$197K 0.03% 222
2020
Q3 		$231K Buy
4,738
+92
+2% +$4.4K 0.02% 323
2020
Q2 		$201K Buy
+4,646
New +$174K 0.02% 320

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

Mission Wealth Management's TRMB Position: Q2 2026 in Review

Mission Wealth Management increased its Trimble (TRMB) stake by 3% in Q2 2026, buying an estimated $24.5K and bringing the position to 14,099 shares worth $722K. The position accounts for 0.01% of the portfolio, ranked #567.

Mission Wealth Management first reported a position in TRMB in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.27M in Q3 2025. 707 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • Mission Wealth Management held 14,099 shares of Trimble worth $722K as of Q2 2026.
  • Mission Wealth Management bought 415 Trimble shares in Q2 2026, an estimated $24.5K.
  • Trimble made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #567 holding.
  • Mission Wealth Management first reported a position in Trimble in Q2 2020 and has held it in 25 quarters since.
  • Mission Wealth Management's Trimble position peaked at $1.27M in Q3 2025.
  • 707 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.