SWM
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Spire Wealth Management’s Trimble TRMB Stock Holding History

Spire 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 		$13.2K Sell
257
-885
-77% -$52.3K ﹤0.01% 1565
2026
Q1 		$74.5K Buy
1,142
+10
+0.9% +$695 ﹤0.01% 1061
2025
Q4 		$88.7K Sell
1,132
-73
-6% -$5.82K ﹤0.01% 1018
2025
Q3 		$98.4K Buy
1,205
+56
+5% +$4.57K ﹤0.01% 994
2025
Q2 		$87.3K Buy
1,149
+24
+2% +$1.61K ﹤0.01% 1027
2025
Q1 		$73.9K Buy
1,125
+10
+0.9% +$719 ﹤0.01% 1156
2024
Q4 		$78.8K Hold
1,115
– – ﹤0.01% 1123
2024
Q3 		$69.2K Buy
1,115
+7
+0.6% +$391 ﹤0.01% 1037
2024
Q2 		$62K Buy
1,108
+5
+0.5% +$289 ﹤0.01% 1048
2024
Q1 		$71K Sell
1,103
-770
-41% -$43.9K ﹤0.01% 1101
2023
Q4 		$93.7K Buy
1,873
+347
+23% +$16.5K ﹤0.01% 1012
2023
Q3 		$82.2K Sell
1,526
-42,725
-97% -$2.26M ﹤0.01% 1010
2023
Q2 		$2.34M Buy
44,251
+42,697
+2,748% +$2.09M 0.09% 212
2023
Q1 		$81.5K Buy
1,554
+767
+97% +$40.9K ﹤0.01% 1029
2022
Q4 		$40K Buy
787
+25
+3% +$1.39K ﹤0.01% 1067
2022
Q3 		$41K Sell
762
-3,940
-84% -$249K ﹤0.01% 1027
2022
Q2 		$274K Buy
4,702
+410
+10% +$26.9K 0.01% 658
2022
Q1 		$310K Buy
4,292
+330
+8% +$23.5K 0.01% 718
2021
Q4 		$346K Buy
3,962
+3,720
+1,537% +$319K 0.01% 846
2021
Q3 		$20K Hold
242
– – ﹤0.01% 1863
2021
Q2 		$20K Sell
242
-1
-0.4% -$79 ﹤0.01% 1874
2021
Q1 		$19K Buy
+243
New +$17.6K ﹤0.01% 2174

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

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

Spire Wealth Management reduced its Trimble (TRMB) stake by 77% in Q2 2026, selling an estimated $52.3K and leaving 257 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

Spire Wealth Management first reported a position in TRMB in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.34M in Q2 2023. 703 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • Spire Wealth Management held 257 shares of Trimble worth $13.2K as of Q2 2026.
  • Spire Wealth Management sold 885 Trimble shares in Q2 2026, an estimated $52.3K.
  • Trimble made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1565 holding.
  • Spire Wealth Management first reported a position in Trimble in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Trimble position peaked at $2.34M in Q2 2023.
  • 703 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.