MYIA
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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
Q2 		$877K Buy
17,126
+70
+0.4% +$4.14K 0.02% 621
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
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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's TRMB Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Trimble (TRMB) stake by 0.41% in Q2 2026, buying an estimated $4.14K and bringing the position to 17,126 shares worth $877K. The position accounts for 0.02% of the portfolio, ranked #621.

Mount Yale Investment Advisors first reported a position in TRMB in Q1 2018 and has held it in 14 quarters since. The position peaked at $1.11M in Q1 2026. 709 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • Mount Yale Investment Advisors held 17,126 shares of Trimble worth $877K as of Q2 2026.
  • Mount Yale Investment Advisors bought 70 Trimble shares in Q2 2026, an estimated $4.14K.
  • Trimble made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #621 holding.
  • Mount Yale Investment Advisors first reported a position in Trimble in Q1 2018 and has held it in 14 quarters since.
  • Mount Yale Investment Advisors's Trimble position peaked at $1.11M in Q1 2026.
  • 709 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.