Trimble (TRMB) Stock Concentration Calculator
Calculator · free · no signup · TRMBQuantify Trimble concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Your inputs
Adjust — results update instantly.Position & portfolio
Tax
Most fee-only advisors target ≤10% in any single name. You're at 67%.
Estimates only. Not financial advice.
Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).
Cost of fully de-concentrating
All three plans sell to 0% (no hedge).Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.
Have multiple RSU vest lots? The RSU Lot Order Calculator picks which lots to sell first, and on which dates, to divest at the lowest computed tax.
Build your own plan
Toggle below — chart updates live. Sell buttons show the slice.Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.
Tax brackets: 2026 · Estimates only — not financial advice.
Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.
You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.
Request beta access →Related calculators: Protect Your Stock Calculator · RSU Lot Order Calculator · Equity Funding Plan Calculator
About Trimble
Trimble (TRMB) is a public Hardware company, incorporated in Delaware and headquartered in Westminster, CO.
Last close: $56.99 per share (as of 2026-08-18).
Equity grants at Trimble typically include restricted stock units (RSUs).
Trimble Inc. is an American software, hardware, and services technology company that was founded in 1978. Its headquarters is in Westminster, Colorado. It is publicly traded on the Nasdaq and listed on the S&P 500. Trimble develops hardware and software for a variety of business sectors including architecture, engineering, and construction (AEC); surveying, mapping, and geomatics (geospatial); and transportation and logistics (T&L).
Source: Wikipedia (CC BY-SA 4.0)
Charles Trimble founded the company in 1978 to commercialize satellite positioning, and it built a business around putting precise location into industrial work: surveying instruments, machine control for earthmoving equipment, and guidance for agricultural vehicles. The software layer that plans the work and records what was built has become the more valuable half, converting a hardware sale into a subscription. Construction and agriculture capital cycles drive demand, which makes results more volatile than the recurring-revenue mix suggests. Interoperability with equipment makers is a persistent strategic tension. Headquarters are in Westminster, Colorado.
Sources: sec.gov · en.wikipedia.org
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Trimble.
If a meaningful share of your net worth sits in TRMB, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with TRMB's option-implied volatility.
Example: 5,000 TRMB shares at $56.99 is a $284,950 position. A 30% drawdown costs $85,485; a 50% drawdown costs $142,475; a 70% drawdown costs $199,465. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using TRMB's option-implied volatility and your cost basis.
All Trimble tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
Trimble equity questions
- How much TRMB stock is too much?
- There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your TRMB position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does Trimble grant ISOs, NSOs, or RSUs?
- Equity compensation at Trimble typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
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OptionsAhoy plans your Trimble equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.