Retirement Wealth Solutions’s Trimble TRMB Stock Holding History

Retirement Wealth Solutions’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	-7	Closed	-$549	–	853
2025 Q4	$549	Hold	7	–	–	﹤0.01%	666
2025 Q3	$572	Buy	+7	New	+$571	﹤0.01%	675

Other funds holding TRMB

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Retirement Wealth Solutions's TRMB Position: Q1 2026 in Review

Retirement Wealth Solutions sold out of Trimble (TRMB) in Q1 2026, closing a stake of 7 shares — an estimated $549 sold.

Retirement Wealth Solutions first reported a position in TRMB in Q3 2025 and held it in 2 quarters. The position peaked at $572 in Q3 2025. 779 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

Retirement Wealth Solutions reported no remaining Trimble position as of Q1 2026 after selling out during the quarter.
Retirement Wealth Solutions sold 7 Trimble shares in Q1 2026, an estimated $549.
Retirement Wealth Solutions first reported a position in Trimble in Q3 2025 and held it in 2 quarters.
Retirement Wealth Solutions's Trimble position peaked at $572 in Q3 2025.
779 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

Based on Retirement Wealth Solutions's 13F filing for Q1 2026, filed 7 Apr 2026.