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Summit Financial’s Trimble TRMB Stock Holding History

Summit Financial’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 		$209K Sell
4,089
-190
-4% -$11.2K ﹤0.01% 1517
2026
Q1 		$279K Sell
4,279
-951
-18% -$66.1K ﹤0.01% 1219
2025
Q4 		$410K Buy
+5,230
New +$417K 0.01% 952

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

Summit Financial's TRMB Position: Q2 2026 in Review

Summit Financial reduced its Trimble (TRMB) stake by 4.4% in Q2 2026, selling an estimated $11.2K and leaving 4,089 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1517.

Summit Financial first reported a position in TRMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $410K in Q4 2025. 707 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • Summit Financial held 4,089 shares of Trimble worth $209K as of Q2 2026.
  • Summit Financial sold 190 Trimble shares in Q2 2026, an estimated $11.2K.
  • Trimble made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1517 holding.
  • Summit Financial first reported a position in Trimble in Q4 2025 and has held it in 3 quarters since.
  • Summit Financial's Trimble position peaked at $410K in Q4 2025.
  • 707 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.