WA
TRMB icon

Waverly Advisors’s Trimble TRMB Stock Holding History

Waverly 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 		$305K Buy
4,677
+79
+2% +$5.49K ﹤0.01% 1292
2025
Q4 		$360K Buy
+4,598
New +$366K ﹤0.01% 1137

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

Waverly Advisors's TRMB Position: Q1 2026 in Review

Waverly Advisors increased its Trimble (TRMB) stake by 1.7% in Q1 2026, buying an estimated $5.49K and bringing the position to 4,677 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

Waverly Advisors first reported a position in TRMB in Q4 2025 and has held it in 2 quarters since. The position peaked at $360K in Q4 2025. 774 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

  • Waverly Advisors held 4,677 shares of Trimble worth $305K as of Q1 2026.
  • Waverly Advisors bought 79 Trimble shares in Q1 2026, an estimated $5.49K.
  • Trimble made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1292 holding.
  • Waverly Advisors first reported a position in Trimble in Q4 2025 and has held it in 2 quarters since.
  • Waverly Advisors's Trimble position peaked at $360K in Q4 2025.
  • 774 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.