Phoenix Financial’s Trimble TRMB Stock Holding History

Phoenix Financial’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	$370K	Buy	5,668 +1,858	+49%	+$129K	﹤0.01%	350
2025 Q4	$301K	Buy	3,810 +80	+2%	+$6.38K	﹤0.01%	382
2025 Q3	$305K	Buy	3,730 +389	+12%	+$31.7K	﹤0.01%	384
2025 Q2	$254K	Buy	3,341 +22	+0.7%	+$1.48K	﹤0.01%	363
2025 Q1	$219K	Buy	+3,319	New	+$239K	﹤0.01%	336
2021 Q4	–	Sell	-2,639	Closed	-$222K	–	438
2021 Q3	$222K	Buy	+2,639	New	+$232K	﹤0.01%	387
2021 Q2	–	Sell	-3,060	Closed	-$233K	–	411
2021 Q1	$233K	Buy	+3,060	New	+$221K	0.01%	371

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

Phoenix Financial's TRMB Position: Q1 2026 in Review

Phoenix Financial increased its Trimble (TRMB) stake by 49% in Q1 2026, buying an estimated $129K and bringing the position to 5,668 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Phoenix Financial first reported a position in TRMB in Q1 2021 and has held it in 7 quarters since. 777 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

Phoenix Financial held 5,668 shares of Trimble worth $370K as of Q1 2026.
Phoenix Financial bought 1,858 Trimble shares in Q1 2026, an estimated $129K.
Trimble made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #350 holding.
Phoenix Financial first reported a position in Trimble in Q1 2021 and has held it in 7 quarters since.
777 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.