Speece Thorson Capital Group’s Trimble TRMB Stock Holding History

Speece Thorson Capital 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 Q1	$7.46M	Buy	+114,404	New	+$7.95M	1.7%	30
2022 Q4	–	Sell	-242,468	Closed	-$13.2M	–	38
2022 Q3	$13.2M	Buy	242,468 +61,815	+34%	+$3.91M	3%	9
2022 Q2	$10.5M	Buy	180,653 +44,961	+33%	+$2.95M	2.48%	18
2022 Q1	$9.79M	Buy	135,692 +54,181	+66%	+$3.86M	2.09%	24
2021 Q4	$7.11M	Buy	81,511 +332	+0.4%	+$28.5K	1.36%	33
2021 Q3	$6.68M	Sell	81,179 -54	-0.1%	-$4.74K	1.4%	31
2021 Q2	$6.65M	Sell	81,233 -471	-0.6%	-$37.4K	1.39%	30
2021 Q1	$6.36M	Sell	81,704 -546	-0.7%	-$39.4K	1.34%	30
2020 Q4	$5.49M	Sell	82,250 -1,445	-2%	-$82.9K	1.31%	31
2020 Q3	$4.08M	Buy	83,695 +479	+0.6%	+$22.9K	1.08%	35
2020 Q2	$3.59M	Buy	+83,216	New	+$3.12M	1.04%	36

Other funds holding TRMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Speece Thorson Capital Group's TRMB Position: Q1 2026 in Review

Speece Thorson Capital Group opened a new position in Trimble (TRMB) in Q1 2026: 114,404 shares worth $7.46M. The stake represents 1.7% of the portfolio and ranks #30 among its holdings. This is a return to the name: Speece Thorson Capital Group previously reported a position in TRMB as recently as Q3 2022.

Speece Thorson Capital Group first reported a position in TRMB in Q2 2020 and has held it in 11 quarters since. The position peaked at $13.2M in Q3 2022. 774 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

Speece Thorson Capital Group held 114,404 shares of Trimble worth $7.46M as of Q1 2026.
Trimble was a new Speece Thorson Capital Group position in Q1 2026.
Trimble made up 1.7% of Speece Thorson Capital Group's portfolio in Q1 2026, its #30 holding.
Speece Thorson Capital Group first reported a position in Trimble in Q2 2020 and has held it in 11 quarters since.
Speece Thorson Capital Group's Trimble position peaked at $13.2M in Q3 2022.
774 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

Based on Speece Thorson Capital Group's 13F filing for Q1 2026, filed 29 Apr 2026.