Opes Wealth Management’s Trimble TRMB Stock Holding History

Opes 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	$1.49M	Hold	22,794	–	–	0.24%	63
2025 Q4	$1.79M	Buy	22,794 +6,534	+40%	+$521K	0.29%	56
2025 Q3	$1.33M	Hold	16,260	–	–	0.23%	61
2025 Q2	$1.24M	Hold	16,260	–	–	0.22%	63
2025 Q1	$1.07M	Hold	16,260	–	–	0.22%	62
2024 Q4	$1.15M	Hold	16,260	–	–	0.24%	57
2024 Q3	$1.01M	Hold	16,260	–	–	0.19%	60
2024 Q2	$909K	Sell	16,260 -2,600	-14%	-$150K	0.19%	60
2024 Q1	$1.21M	Buy	18,860 +10	+0.1%	+$570	0.28%	54
2023 Q4	$823K	Sell	18,850 -10	-0.1%	-$477	0.2%	64
2023 Q3	$1.02M	Buy	18,860 +10	+0.1%	+$530	0.28%	56
2023 Q2	$723K	Hold	18,850	–	–	0.21%	57
2023 Q1	$723K	Hold	18,850	–	–	0.23%	53
2022 Q4	$723K	Hold	18,850	–	–	0.26%	57
2022 Q3	$723K	Buy	+18,850	New	+$1.19M	0.29%	51
2022 Q2	–	Sell	-18,850	Closed	-$723K	–	106
2022 Q1	$723K	Hold	18,850	–	–	0.24%	57
2021 Q4	$723K	Hold	18,850	–	–	0.22%	56
2021 Q3	$723K	Hold	18,850	–	–	0.26%	52
2021 Q2	$723K	Hold	18,850	–	–	0.27%	47
2021 Q1	$723K	Hold	18,850	–	–	0.28%	44
2020 Q4	$723K	Hold	18,850	–	–	0.35%	41
2020 Q3	$723K	Hold	18,850	–	–	0.35%	39
2020 Q2	$723K	Buy	+18,850	New	+$707K	0.37%	39

Other funds holding TRMB

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Opes Wealth Management's TRMB Position: Q1 2026 in Review

Opes Wealth Management held its Trimble (TRMB) position steady in Q1 2026 at 22,794 shares worth $1.49M. The position accounts for 0.24% of the portfolio, ranked #63.

Opes Wealth Management first reported a position in TRMB in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.79M in Q4 2025. 774 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

Opes Wealth Management held 22,794 shares of Trimble worth $1.49M as of Q1 2026.
Opes Wealth Management left its Trimble share count unchanged in Q1 2026.
Trimble made up 0.24% of Opes Wealth Management's portfolio in Q1 2026, its #63 holding.
Opes Wealth Management first reported a position in Trimble in Q2 2020 and has held it in 23 quarters since.
Opes Wealth Management's Trimble position peaked at $1.79M in Q4 2025.
774 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.