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Pinnacle Wealth Planning Services’s Trimble TRMB Stock Holding History

Pinnacle Wealth Planning Services’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 		$5.32K Sell
104
-240
-70% -$14.2K ﹤0.01% 2275
2026
Q1 		$22.4K Buy
344
+139
+68% +$9.66K ﹤0.01% 1642
2025
Q4 		$16.1K Buy
+205
New +$16.3K ﹤0.01% 1816
2021
Q1 		– Sell
-14
Closed -$1K – 1804
2020
Q4 		$1K Buy
+14
New +$804 ﹤0.01% 2187

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Pinnacle Wealth Planning Services's TRMB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Trimble (TRMB) stake by 70% in Q2 2026, selling an estimated $14.2K and leaving 104 shares worth $5.32K. The position accounts for ﹤0.01% of the portfolio, ranked #2275.

Pinnacle Wealth Planning Services first reported a position in TRMB in Q4 2020 and has held it in 4 quarters since. The position peaked at $22.4K in Q1 2026. 707 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 104 shares of Trimble worth $5.32K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 240 Trimble shares in Q2 2026, an estimated $14.2K.
  • Trimble made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2275 holding.
  • Pinnacle Wealth Planning Services first reported a position in Trimble in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Trimble position peaked at $22.4K in Q1 2026.
  • 707 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.