SWM
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SHP Wealth Management’s Trimble TRMB Stock Holding History

SHP Wealth 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 		$1.5K Buy
+23
New +$1.6K ﹤0.01% 1363

Other funds holding TRMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $10.3B AUM 4.84% 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

SHP Wealth Management's TRMB Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Trimble (TRMB) in Q1 2026: 23 shares worth $1.5K. The stake represents ﹤0.01% of the portfolio and ranks #1363 among its holdings.

777 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

  • SHP Wealth Management held 23 shares of Trimble worth $1.5K as of Q1 2026.
  • Trimble was a new SHP Wealth Management position in Q1 2026.
  • Trimble made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1363 holding.
  • 777 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.