Barlow Wealth Partners’s Garmin GRMN Stock Holding History

Barlow Wealth Partners’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 Q1	$20.2M	Buy	75,714 +217	+0.3%	+$48.6K	2.25%	22
2025 Q4	$16M	Buy	75,497 +927	+1%	+$202K	1.73%	25
2025 Q3	$18.5M	Buy	74,570 +1,162	+2%	+$268K	2.05%	22
2025 Q2	$15.7M	Buy	73,408 +896	+1%	+$178K	1.87%	25
2025 Q1	$14.4M	Buy	72,512 +910	+1%	+$197K	1.89%	25
2024 Q4	$15.3M	Buy	71,602 +2,255	+3%	+$442K	1.93%	25
2024 Q3	$11.3M	Buy	69,347 +697	+1%	+$120K	1.48%	33
2024 Q2	$11.9M	Sell	68,650 -33,634	-33%	-$5.3M	1.64%	28
2024 Q1	$14.6M	Sell	102,284 -28,530	-22%	-$3.76M	1.99%	16
2023 Q4	$16.8M	Buy	+130,814	New	+$15.2M	2.39%	11

Other funds holding GRMN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return