PWAM
TRMB icon

Private Wealth Asset Management’s Trimble TRMB Stock Holding History

Private Wealth Asset 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 		– Sell
-4
Closed -$313 – 1121
2025
Q4 		$313 Hold
4
– – ﹤0.01% 926
2025
Q3 		$327 Hold
4
– – ﹤0.01% 915
2025
Q2 		$304 Sell
4
-22
-85% -$1.48K ﹤0.01% 914
2025
Q1 		$1.71K Buy
+26
New +$1.87K ﹤0.01% 817

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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Private Wealth Asset Management's TRMB Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Trimble (TRMB) in Q1 2026, closing a stake of 4 shares — an estimated $313 sold.

Private Wealth Asset Management first reported a position in TRMB in Q1 2025 and held it in 4 quarters. The position peaked at $1.71K in Q1 2025. 778 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

  • Private Wealth Asset Management reported no remaining Trimble position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 4 Trimble shares in Q1 2026, an estimated $313.
  • Private Wealth Asset Management first reported a position in Trimble in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's Trimble position peaked at $1.71K in Q1 2025.
  • 778 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.