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Summit Trail Advisors’s Trimble TRMB Stock Holding History

Summit Trail Advisors’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 		$2.13M Buy
41,584
+1,977
+5% +$117K 0.03% 572
2026
Q1 		$2.58M Buy
39,607
+19,857
+101% +$1.38M 0.04% 378
2025
Q4 		$1.55M Sell
19,750
-2,524
-11% -$201K 0.03% 569
2025
Q3 		$1.82M Buy
22,274
+13,203
+146% +$1.08M 0.03% 505
2025
Q2 		$689K Buy
+9,071
New +$609K 0.01% 605
2024
Q4 		– Sell
-3,879
Closed -$241K – 735
2024
Q3 		$241K Sell
3,879
-480
-11% -$26.8K 0.01% 616
2024
Q2 		$244K Sell
4,359
-34
-0.8% -$1.96K 0.01% 541
2024
Q1 		$283K Buy
+4,393
New +$250K 0.01% 483
2018
Q1 		– Sell
-5,162
Closed -$223K – 1551
2017
Q4 		$223K Buy
+5,162
New +$212K 0.03% 394

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 Trail Advisors's TRMB Position: Q2 2026 in Review

Summit Trail Advisors increased its Trimble (TRMB) stake by 5% in Q2 2026, buying an estimated $117K and bringing the position to 41,584 shares worth $2.13M. The position accounts for 0.03% of the portfolio, ranked #572.

Summit Trail Advisors first reported a position in TRMB in Q4 2017 and has held it in 9 quarters since. The position peaked at $2.58M in Q1 2026. 707 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • Summit Trail Advisors held 41,584 shares of Trimble worth $2.13M as of Q2 2026.
  • Summit Trail Advisors bought 1,977 Trimble shares in Q2 2026, an estimated $117K.
  • Trimble made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #572 holding.
  • Summit Trail Advisors first reported a position in Trimble in Q4 2017 and has held it in 9 quarters since.
  • Summit Trail Advisors's Trimble position peaked at $2.58M in Q1 2026.
  • 707 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.