MFS
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Montgomery Financial Services’s Trimble TRMB Stock Holding History

Montgomery Financial Services’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 		$1.38K Buy
+27
New +$1.6K ﹤0.01% 288

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Montgomery Financial Services's TRMB Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Trimble (TRMB) in Q2 2026: 27 shares worth $1.38K. The stake represents ﹤0.01% of the portfolio and ranks #288 among its holdings.

656 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • Montgomery Financial Services held 27 shares of Trimble worth $1.38K as of Q2 2026.
  • Trimble was a new Montgomery Financial Services position in Q2 2026.
  • Trimble made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #288 holding.
  • 656 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.