WWM
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Whalen Wealth Management’s Trimble TRMB Stock Holding History

Whalen Wealth Management’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 		– Sell
-8,252
Closed -$647K – 226
2025
Q4 		$647K Buy
8,252
+3,954
+92% +$315K 0.35% 75
2025
Q3 		$351K Buy
4,298
+569
+15% +$46.4K 0.21% 115
2025
Q2 		$283K Buy
+3,729
New +$250K 0.18% 144

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

Whalen Wealth Management's TRMB Position: Q1 2026 in Review

Whalen Wealth Management sold out of Trimble (TRMB) in Q1 2026, closing a stake of 8,252 shares — an estimated $647K sold.

Whalen Wealth Management first reported a position in TRMB in Q2 2025 and held it in 3 quarters. The position peaked at $647K in Q4 2025. 774 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.

  • Whalen Wealth Management reported no remaining Trimble position as of Q1 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 8,252 Trimble shares in Q1 2026, an estimated $647K.
  • Whalen Wealth Management first reported a position in Trimble in Q2 2025 and held it in 3 quarters.
  • Whalen Wealth Management's Trimble position peaked at $647K in Q4 2025.
  • 774 funds tracked by Wall St. Rank held Trimble as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.