PWA
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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
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Physician Wealth Advisors's TRMB Position: Q1 2026 in Review

Physician Wealth Advisors increased its Trimble (TRMB) stake by 0.2% in Q1 2026, buying an estimated $834 and bringing the position to 6,037 shares worth $394K. The position accounts for 0.05% of the portfolio, ranked #124.

Physician Wealth Advisors first reported a position in TRMB in Q4 2019 and has held it in 25 quarters since. The position peaked at $521K in Q3 2021. 774 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

  • Physician Wealth Advisors held 6,037 shares of Trimble worth $394K as of Q1 2026.
  • Physician Wealth Advisors bought 12 Trimble shares in Q1 2026, an estimated $834.
  • Trimble made up 0.05% of Physician Wealth Advisors's portfolio in Q1 2026, its #124 holding.
  • Physician Wealth Advisors first reported a position in Trimble in Q4 2019 and has held it in 25 quarters since.
  • Physician Wealth Advisors's Trimble position peaked at $521K in Q3 2021.
  • 774 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.