CARLSON FINANCIAL, INC.’s Garmin GRMN Stock Holding History

CARLSON FINANCIAL, INC.’s Portfolio GRMN Stock Details GRMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$677K	Sell	2,847 -50	-2%	-$12.2K	0.35%	68
2026 Q1	$672K	Buy	2,897 +30	+1%	+$6.72K	0.4%	62
2025 Q4	$582K	Buy	+2,867	New	+$623K	0.34%	70

Other funds holding GRMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CARLSON FINANCIAL, INC.'s GRMN Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. reduced its Garmin (GRMN) stake by 1.7% in Q2 2026, selling an estimated $12.2K and leaving 2,847 shares worth $677K. The position accounts for 0.35% of the portfolio, ranked #68.

CARLSON FINANCIAL, INC. first reported a position in GRMN in Q4 2025 and has held it in 3 quarters since. 1,002 funds tracked by Wall St. Rank hold GRMN as of Q2 2026.

CARLSON FINANCIAL, INC. held 2,847 shares of Garmin worth $677K as of Q2 2026.
CARLSON FINANCIAL, INC. sold 50 Garmin shares in Q2 2026, an estimated $12.2K.
Garmin made up 0.35% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #68 holding.
CARLSON FINANCIAL, INC. first reported a position in Garmin in Q4 2025 and has held it in 3 quarters since.
1,002 funds tracked by Wall St. Rank held Garmin as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.