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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
Q2 		$11.7M Buy
229,315
+114,911
+100% +$6.79M 2.51% 22
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
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 $3.37T AUM 44.26% 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

Speece Thorson Capital Group's TRMB Position: Q2 2026 in Review

Speece Thorson Capital Group increased its Trimble (TRMB) stake by 100% in Q2 2026, buying an estimated $6.79M and bringing the position to 229,315 shares worth $11.7M. The position accounts for 2.51% of the portfolio, ranked #22.

Speece Thorson Capital Group first reported a position in TRMB in Q2 2020 and has held it in 12 quarters since. The position peaked at $13.2M in Q3 2022. 706 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • Speece Thorson Capital Group held 229,315 shares of Trimble worth $11.7M as of Q2 2026.
  • Speece Thorson Capital Group bought 114,911 Trimble shares in Q2 2026, an estimated $6.79M.
  • Trimble made up 2.51% of Speece Thorson Capital Group's portfolio in Q2 2026, its #22 holding.
  • Speece Thorson Capital Group first reported a position in Trimble in Q2 2020 and has held it in 12 quarters since.
  • Speece Thorson Capital Group's Trimble position peaked at $13.2M in Q3 2022.
  • 706 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Speece Thorson Capital Group's 13F filing for Q2 2026, filed 4 Aug 2026.