WT Wealth Management’s Trimble TRMB Stock Holding History

WT 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 Q3	$230K	Buy	+4,033	New	+$229K	0.06%	135

Other funds holding TRMB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

WT Wealth Management's TRMB Position: Q3 2026 in Review

WT Wealth Management opened a new position in Trimble (TRMB) in Q3 2026: 4,033 shares worth $230K. The stake represents 0.06% of the portfolio and ranks #135 among its holdings.

42 funds tracked by Wall St. Rank hold TRMB as of Q3 2026.

WT Wealth Management held 4,033 shares of Trimble worth $230K as of Q3 2026.
Trimble was a new WT Wealth Management position in Q3 2026.
Trimble made up 0.06% of WT Wealth Management's portfolio in Q3 2026, its #135 holding.
42 funds tracked by Wall St. Rank held Trimble as of Q3 2026.

Based on WT Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.