MSWM
TRMB icon

Mowery & Schoenfeld Wealth Management’s Trimble TRMB Stock Holding History

Mowery & Schoenfeld 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
Q1 		– Sell
-69
Closed -$5.41K – 477
2025
Q4 		$5.41K Buy
+69
New +$5.5K 0.01% 316

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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's TRMB Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Trimble (TRMB) in Q1 2026, closing a stake of 69 shares — an estimated $5.41K sold.

Mowery & Schoenfeld Wealth Management first reported a position in TRMB in Q4 2025 and held it in 1 quarter. The position peaked at $5.41K in Q4 2025. 779 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Trimble position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 69 Trimble shares in Q1 2026, an estimated $5.41K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Trimble in Q4 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Trimble position peaked at $5.41K in Q4 2025.
  • 779 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.