Avantax Planning Partners’s Garmin GRMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $406K | Hold |
1,708
| – | – | 0.01% | 318 |
|
|
2026
Q1 | $396K | Sell |
1,708
-46
| -3% | -$10.3K | 0.01% | 308 |
|
|
2025
Q4 | $356K | Sell |
1,754
-121
| -6% | -$26.3K | 0.01% | 326 |
|
|
2025
Q3 | $462K | Sell |
1,875
-226
| -11% | -$52.1K | 0.01% | 283 |
|
|
2025
Q2 | $438K | Sell |
2,101
-36
| -2% | -$7.14K | 0.01% | 285 |
|
|
2025
Q1 | $464K | Buy |
2,137
+167
| +8% | +$36.1K | 0.02% | 268 |
|
|
2024
Q4 | $406K | Sell |
1,970
-48
| -2% | -$9.41K | 0.01% | 287 |
|
|
2024
Q3 | $355K | Sell |
2,018
-298
| -13% | -$51.5K | 0.01% | 307 |
|
|
2024
Q2 | $377K | Sell |
2,316
-231
| -9% | -$36.4K | 0.01% | 326 |
|
|
2024
Q1 | $379K | Sell |
2,547
-500
| -16% | -$65.9K | 0.01% | 331 |
|
|
2023
Q4 | $392K | Sell |
3,047
-115
| -4% | -$13.3K | 0.01% | 265 |
|
|
2023
Q3 | $333K | Buy |
3,162
+28
| +0.9% | +$2.94K | 0.01% | 270 |
|
|
2023
Q2 | $327K | Buy |
3,134
+166
| +6% | +$17K | 0.01% | 281 |
|
|
2023
Q1 | $300K | Buy |
2,968
+682
| +30% | +$66.6K | 0.01% | 294 |
|
|
2022
Q4 | $211K | Buy |
+2,286
| New | +$202K | 0.01% | 348 |
|
|
2022
Q3 | – | Sell |
-2,192
| Closed | -$215K | – | 355 |
|
|
2022
Q2 | $215K | Sell |
2,192
-213
| -9% | -$22.4K | 0.01% | 317 |
|
|
2022
Q1 | $285K | Sell |
2,405
-149
| -6% | -$17.9K | 0.01% | 289 |
|
|
2021
Q4 | $348K | Hold |
2,554
| – | – | 0.01% | 255 |
|
|
2021
Q3 | $397K | Buy |
2,554
+45
| +2% | +$7.32K | 0.02% | 225 |
|
|
2021
Q2 | $363K | Hold |
2,509
| – | – | 0.02% | 233 |
|
|
2021
Q1 | $331K | Buy |
2,509
+1
| +0% | +$124 | 0.02% | 232 |
|
|
2020
Q4 | $300K | Sell |
2,508
-375
| -13% | -$41.5K | 0.02% | 222 |
|
|
2020
Q3 | $274K | Buy |
2,883
+258
| +10% | +$25.8K | 0.01% | 240 |
|
|
2020
Q2 | $256K | Sell |
2,625
-60
| -2% | -$5.13K | 0.01% | 230 |
|
|
2020
Q1 | $201K | Sell |
2,685
-1,037
| -28% | -$93.8K | 0.01% | 256 |
|
|
2019
Q4 | $363K | Sell |
3,722
-394
| -10% | -$36.7K | 0.02% | 206 |
|
|
2019
Q3 | $349K | Sell |
4,116
-287
| -7% | -$23.2K | 0.02% | 214 |
|
|
2019
Q2 | $350K | Sell |
4,403
-169
| -4% | -$13.8K | 0.02% | 212 |
|
|
2019
Q1 | $395K | Hold |
4,572
| – | – | 0.03% | 194 |
|
|
2018
Q4 | $289K | Buy |
4,572
+3,144
| +220% | +$204K | 0.02% | 205 |
|
|
2018
Q3 | $100K | Buy |
+1,428
| New | +$93.6K | 0.01% | 348 |
|
|
2018
Q2 | – | Sell |
-5,341
| Closed | -$315K | – | 718 |
|
|
2018
Q1 | $315K | Sell |
5,341
-299
| -5% | -$18.3K | 0.03% | 220 |
|
|
2017
Q4 | $336K | Sell |
5,640
-245
| -4% | -$14.4K | 0.03% | 213 |
|
|
2017
Q3 | $318K | Sell |
5,885
-954
| -14% | -$49.4K | 0.03% | 262 |
|
|
2017
Q2 | $349K | Buy |
6,839
+1
| +0% | +$51 | 0.03% | 230 |
|
|
2017
Q1 | $349K | Buy |
6,838
+100
| +1% | +$5.04K | 0.03% | 223 |
|
|
2016
Q4 | $327K | Buy |
+6,738
| New | +$335K | 0.03% | 215 |
|
Other funds holding GRMN
Avantax Planning Partners's GRMN Position: Q2 2026 in Review
Avantax Planning Partners held its Garmin (GRMN) position steady in Q2 2026 at 1,708 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #318.
Avantax Planning Partners first reported a position in GRMN in Q4 2016 and has held it in 37 quarters since. The position peaked at $464K in Q1 2025. 1,002 funds tracked by Wall St. Rank hold GRMN as of Q2 2026.
- Avantax Planning Partners held 1,708 shares of Garmin worth $406K as of Q2 2026.
- Avantax Planning Partners left its Garmin share count unchanged in Q2 2026.
- Garmin made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #318 holding.
- Avantax Planning Partners first reported a position in Garmin in Q4 2016 and has held it in 37 quarters since.
- Avantax Planning Partners's Garmin position peaked at $464K in Q1 2025.
- 1,002 funds tracked by Wall St. Rank held Garmin as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.