Private Wealth Management Group’s Trimble TRMB Stock Holding History

Private Wealth Management Group’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	$7.52K	Sell	147 -33	-18%	-$1.95K	﹤0.01%	672
2026 Q1	$11.7K	Hold	180	–	–	﹤0.01%	480
2025 Q4	$14.1K	Hold	180	–	–	﹤0.01%	413
2025 Q3	$14.7K	Hold	180	–	–	﹤0.01%	410
2025 Q2	$13.7K	Buy	180 +45	+33%	+$3.02K	﹤0.01%	403
2025 Q1	$8.86K	Sell	135 -20	-13%	-$1.44K	﹤0.01%	508
2024 Q4	$11K	Buy	155 +22	+17%	+$1.5K	﹤0.01%	438
2024 Q3	$8.26K	Buy	133 +28	+27%	+$1.56K	﹤0.01%	516
2024 Q2	$5.87K	Hold	105	–	–	﹤0.01%	644
2024 Q1	$6.76K	Hold	105	–	–	﹤0.01%	531
2023 Q4	$5.59K	Buy	+105	New	+$5.01K	﹤0.01%	590

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

Private Wealth Management Group's TRMB Position: Q2 2026 in Review

Private Wealth Management Group reduced its Trimble (TRMB) stake by 18% in Q2 2026, selling an estimated $1.95K and leaving 147 shares worth $7.52K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

Private Wealth Management Group first reported a position in TRMB in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.7K in Q3 2025. 703 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

Private Wealth Management Group held 147 shares of Trimble worth $7.52K as of Q2 2026.
Private Wealth Management Group sold 33 Trimble shares in Q2 2026, an estimated $1.95K.
Trimble made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #672 holding.
Private Wealth Management Group first reported a position in Trimble in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Trimble position peaked at $14.7K in Q3 2025.
703 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.