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
Q2 		$870 Sell
17
-6
-26% -$355 ﹤0.01% 1635
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
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 $3.38T AUM 44.17% 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

SHP Wealth Management's TRMB Position: Q2 2026 in Review

SHP Wealth Management reduced its Trimble (TRMB) stake by 26% in Q2 2026, selling an estimated $355 and leaving 17 shares worth $870. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

SHP Wealth Management first reported a position in TRMB in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.5K in Q1 2026. 709 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • SHP Wealth Management held 17 shares of Trimble worth $870 as of Q2 2026.
  • SHP Wealth Management sold 6 Trimble shares in Q2 2026, an estimated $355.
  • Trimble made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1635 holding.
  • SHP Wealth Management first reported a position in Trimble in Q1 2026 and has held it in 2 quarters since.
  • SHP Wealth Management's Trimble position peaked at $1.5K in Q1 2026.
  • 709 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.