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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Financial's TRMB Position: Q1 2026 in Review

Summit Financial reduced its Trimble (TRMB) stake by 18% in Q1 2026, selling an estimated $66.1K and leaving 4,279 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

Summit Financial first reported a position in TRMB in Q4 2025 and has held it in 2 quarters since. The position peaked at $410K in Q4 2025. 774 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

  • Summit Financial held 4,279 shares of Trimble worth $279K as of Q1 2026.
  • Summit Financial sold 951 Trimble shares in Q1 2026, an estimated $66.1K.
  • Trimble made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1219 holding.
  • Summit Financial first reported a position in Trimble in Q4 2025 and has held it in 2 quarters since.
  • Summit Financial's Trimble position peaked at $410K in Q4 2025.
  • 774 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.