Position in TRMB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,523
-$4,218 QoQ
Shares Held
147
-18.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#607
of 702 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRMB Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Private Wealth Management Group, LLC holds $168,470 across 14 Scientific & Technical Instruments names. TRMB ranks #8 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEYS |
Keysight Technologies, Inc.
|
116 | $40,608 | |
| 2 | COHR |
Coherent Corp.
|
92 | $36,291 | |
| 3 | GRMN |
Garmin Ltd
|
75 | $17,815 | |
| 4 | ST |
Sensata Technologies Holding plc
|
288 | $13,749 | |
| 5 | TDY |
Teledyne Technologies Inc
|
18 | $12,004 | |
| 6 | FTV |
Fortive Corp
|
139 | $8,491 | |
| 7 | MKSI |
Mks Inc
|
19 | $8,451 | |
| 8 | TRMB |
Trimble Inc.
This page
|
147 | $7,523 |
All Filings in TRMB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,523 | 147 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $11,741 | 180 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $14,103 | 180 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $14,697 | 180 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $13,676 | 180 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $8,862 | 135 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $10,952 | 155 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $8,257 | 133 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $5,871 | 105 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,757 | 105 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,586 | 105 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||