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Twin Peaks Wealth Advisors’s Trimble TRMB Stock Holding History

Twin Peaks Wealth 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
Q1 		$9.85K Buy
+151
New +$10.5K ﹤0.01% 1077
2025
Q3 		– Sell
-45
Closed -$3.76K – 1961
2025
Q2 		$3.76K Buy
+45
New +$3.02K ﹤0.01% 1427

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

Twin Peaks Wealth Advisors's TRMB Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Trimble (TRMB) in Q1 2026: 151 shares worth $9.85K. The stake represents ﹤0.01% of the portfolio and ranks #1077 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in TRMB as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in TRMB in Q2 2025 and has held it in 2 quarters since. 774 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

  • Twin Peaks Wealth Advisors held 151 shares of Trimble worth $9.85K as of Q1 2026.
  • Trimble was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Trimble made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1077 holding.
  • Twin Peaks Wealth Advisors first reported a position in Trimble in Q2 2025 and has held it in 2 quarters since.
  • 774 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.