WPA
TRMB icon

Wealth Preservation Advisors’s Trimble TRMB Stock Holding History

Wealth Preservation 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 		$7.63K Buy
117
+95
+432% +$6.6K 0.01% 444
2025
Q4 		$1.72K Hold
22
– – ﹤0.01% 536
2025
Q3 		$1.8K Sell
22
-7
-24% -$571 ﹤0.01% 507
2025
Q2 		$2.2K Buy
29
+7
+32% +$470 ﹤0.01% 473
2025
Q1 		$1.44K Buy
+22
New +$1.58K ﹤0.01% 502

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

Wealth Preservation Advisors's TRMB Position: Q1 2026 in Review

Wealth Preservation Advisors increased its Trimble (TRMB) stake by 432% in Q1 2026, buying an estimated $6.6K and bringing the position to 117 shares worth $7.63K. The position accounts for 0.01% of the portfolio, ranked #444.

Wealth Preservation Advisors first reported a position in TRMB in Q1 2025 and has held it in 5 quarters since. 774 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

  • Wealth Preservation Advisors held 117 shares of Trimble worth $7.63K as of Q1 2026.
  • Wealth Preservation Advisors bought 95 Trimble shares in Q1 2026, an estimated $6.6K.
  • Trimble made up 0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #444 holding.
  • Wealth Preservation Advisors first reported a position in Trimble in Q1 2025 and has held it in 5 quarters since.
  • 774 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

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