Mount Yale Investment Advisors’s Trimble TRMB Stock Holding History

Mount Yale Investment 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 Q1	$1.11M	Buy	17,056 +7,150	+72%	+$497K	0.03%	488
2025 Q4	$776K	Buy	9,906 +6,081	+159%	+$485K	0.04%	365
2025 Q3	$312K	Sell	3,825 -4,310	-53%	-$352K	0.02%	515
2025 Q2	$618K	Buy	8,135 +874	+12%	+$58.7K	0.05%	300
2025 Q1	$477K	Buy	7,261 +40	+0.6%	+$2.88K	0.04%	334
2024 Q4	$510K	Buy	7,221 +3,223	+81%	+$219K	0.04%	337
2024 Q3	$248K	Buy	+3,998	New	+$223K	0.02%	484
2023 Q2	–	Sell	-13,217	Closed	-$693K	–	513
2023 Q1	$693K	Buy	+13,217	New	+$705K	0.08%	251
2022 Q4	–	Sell	-11,847	Closed	-$643K	–	496
2022 Q3	$643K	Buy	11,847 +51	+0.4%	+$3.23K	0.09%	237
2022 Q2	$687K	Buy	+11,796	New	+$774K	0.09%	235
2018 Q4	–	Sell	-133	Closed	-$5K	–	744
2018 Q3	$5K	Hold	133	–	–	﹤0.01%	882
2018 Q2	$4K	Hold	133	–	–	﹤0.01%	905
2018 Q1	$5K	Buy	+133	New	+$5.36K	﹤0.01%	894

Other funds holding TRMB

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mount Yale Investment Advisors's TRMB Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Trimble (TRMB) stake by 72% in Q1 2026, buying an estimated $497K and bringing the position to 17,056 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #488.

Mount Yale Investment Advisors first reported a position in TRMB in Q1 2018 and has held it in 13 quarters since. 777 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

Mount Yale Investment Advisors held 17,056 shares of Trimble worth $1.11M as of Q1 2026.
Mount Yale Investment Advisors bought 7,150 Trimble shares in Q1 2026, an estimated $497K.
Trimble made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #488 holding.
Mount Yale Investment Advisors first reported a position in Trimble in Q1 2018 and has held it in 13 quarters since.
777 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.