Cape Investment Advisory’s Garmin GRMN Stock Holding History

Cape Investment Advisory’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	$7.84K	Buy	+33	New	+$8.03K	﹤0.01%	920
2026 Q1	–	Sell	-42	Closed	-$8.52K	–	601
2025 Q4	$8.52K	Buy	42 +9	+27%	+$1.96K	﹤0.01%	788
2025 Q3	$8.13K	Hold	33	–	–	0.01%	444
2025 Q2	$6.89K	Hold	33	–	–	﹤0.01%	698
2025 Q1	$7.17K	Hold	33	–	–	﹤0.01%	666
2024 Q4	$6.81K	Hold	33	–	–	﹤0.01%	669
2024 Q3	$5.81K	Hold	33	–	–	﹤0.01%	671
2024 Q2	$5.38K	Hold	33	–	–	﹤0.01%	646
2024 Q1	$4.91K	Hold	33	–	–	﹤0.01%	650
2023 Q4	$4.24K	Hold	33	–	–	﹤0.01%	806
2023 Q3	$3.47K	Hold	33	–	–	﹤0.01%	720
2023 Q2	$3.44K	Hold	33	–	–	﹤0.01%	716
2023 Q1	$3.33K	Buy	+33	New	+$3.22K	﹤0.01%	749

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

Cape Investment Advisory's GRMN Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Garmin (GRMN) in Q2 2026: 33 shares worth $7.84K. The stake represents ﹤0.01% of the portfolio and ranks #920 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in GRMN as recently as Q4 2025.

Cape Investment Advisory first reported a position in GRMN in Q1 2023 and has held it in 13 quarters since. The position peaked at $8.52K in Q4 2025. 1,002 funds tracked by Wall St. Rank hold GRMN as of Q2 2026.

Cape Investment Advisory held 33 shares of Garmin worth $7.84K as of Q2 2026.
Garmin was a new Cape Investment Advisory position in Q2 2026.
Garmin made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #920 holding.
Cape Investment Advisory first reported a position in Garmin in Q1 2023 and has held it in 13 quarters since.
Cape Investment Advisory's Garmin position peaked at $8.52K in Q4 2025.
1,002 funds tracked by Wall St. Rank held Garmin as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.