Physician Wealth Advisors’s Trimble TRMB Stock Holding History

Physician Wealth 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	$311K	Buy	6,072 +35	+0.6%	+$2.07K	0.04%	155
2026 Q1	$394K	Buy	6,037 +12	+0.2%	+$834	0.05%	124
2025 Q4	$472K	Buy	6,025 +25	+0.4%	+$1.99K	0.07%	108
2025 Q3	$490K	Hold	6,000	–	–	0.07%	106
2025 Q2	$456K	Hold	6,000	–	–	0.07%	104
2025 Q1	$394K	Sell	6,000 -138	-2%	-$9.92K	0.07%	108
2024 Q4	$434K	Hold	6,138	–	–	0.07%	106
2024 Q3	$379K	Hold	6,138	–	–	0.07%	110
2024 Q2	$360K	Sell	6,138 -8	-0.1%	-$462	0.07%	113
2024 Q1	$362K	Buy	6,146 +8	+0.1%	+$456	0.08%	109
2023 Q4	$310K	Hold	6,138	–	–	0.07%	119
2023 Q3	$318K	Hold	6,138	–	–	0.08%	102
2023 Q2	$320K	Hold	6,138	–	–	0.08%	103
2023 Q1	$292K	Hold	6,138	–	–	0.08%	111
2022 Q4	$345K	Hold	6,138	–	–	0.09%	95
2022 Q3	$354K	Hold	6,138	–	–	0.11%	94
2022 Q2	$428K	Hold	6,138	–	–	0.12%	84
2022 Q1	$429K	Hold	6,138	–	–	0.11%	92
2021 Q4	$486K	Hold	6,138	–	–	0.13%	89
2021 Q3	$521K	Hold	6,138	–	–	0.14%	85
2021 Q2	$505K	Hold	6,138	–	–	0.14%	83
2021 Q1	$514K	Hold	6,138	–	–	0.17%	80
2020 Q4	$445K	Buy	6,138 +138	+2%	+$7.92K	0.15%	84
2020 Q3	$304K	Hold	6,000	–	–	0.12%	96
2020 Q2	$290K	Buy	+6,000	New	+$225K	0.12%	104
2020 Q1	–	Sell	-6,000	Closed	-$257K	–	126
2019 Q4	$257K	Buy	+6,000	New	+$239K	0.11%	95

Other funds holding TRMB

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Physician Wealth Advisors's TRMB Position: Q2 2026 in Review

Physician Wealth Advisors increased its Trimble (TRMB) stake by 0.58% in Q2 2026, buying an estimated $2.07K and bringing the position to 6,072 shares worth $311K. The position accounts for 0.04% of the portfolio, ranked #155.

Physician Wealth Advisors first reported a position in TRMB in Q4 2019 and has held it in 26 quarters since. The position peaked at $521K in Q3 2021. 707 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

Physician Wealth Advisors held 6,072 shares of Trimble worth $311K as of Q2 2026.
Physician Wealth Advisors bought 35 Trimble shares in Q2 2026, an estimated $2.07K.
Trimble made up 0.04% of Physician Wealth Advisors's portfolio in Q2 2026, its #155 holding.
Physician Wealth Advisors first reported a position in Trimble in Q4 2019 and has held it in 26 quarters since.
Physician Wealth Advisors's Trimble position peaked at $521K in Q3 2021.
707 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.