CWM
GRMN

Congress Wealth Management’s Garmin GRMN Stock Holding History

Congress Wealth Management’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
2025
Q2 		$8.35M Sell
39,994
-8,598
-18% -$1.71M 0.08% 283
2025
Q1 		$10.6M Buy
48,592
+45,222
+1,342% +$9.78M 0.13% 189
2024
Q4 		$695K Buy
3,370
+724
+27% +$142K 0.01% 576
2024
Q3 		$466K Sell
2,646
-33
-1% -$5.7K 0.01% 643
2024
Q2 		$436K Buy
2,679
+301
+13% +$47.4K 0.01% 553
2024
Q1 		$354K Sell
2,378
-555
-19% -$73.2K 0.01% 487
2023
Q4 		$377K Buy
2,933
+675
+30% +$78.3K 0.01% 500
2023
Q3 		$238K Hold
2,258
– – ﹤0.01% 553
2023
Q2 		$235K Sell
2,258
-212
-9% -$21.7K 0.01% 514
2023
Q1 		$249K Hold
2,470
– – 0.01% 510
2022
Q4 		$228K Buy
+2,470
New +$218K 0.01% 520
2022
Q3 		– Sell
-2,427
Closed -$239K – 556
2022
Q2 		$239K Buy
+2,427
New +$256K 0.01% 511
2022
Q1 		– Sell
-1,718
Closed -$235K – 613
2021
Q4 		$235K Buy
+1,718
New +$248K ﹤0.01% 570

Other funds holding GRMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Congress Wealth Management's GRMN Position: Q2 2025 in Review

Congress Wealth Management reduced its Garmin (GRMN) stake by 18% in Q2 2025, selling an estimated $1.71M and leaving 39,994 shares worth $8.35M. The position accounts for 0.08% of the portfolio, ranked #283.

Congress Wealth Management first reported a position in GRMN in Q4 2021 and has held it in 13 quarters since. The position peaked at $10.6M in Q1 2025. 939 funds tracked by Wall St. Rank hold GRMN as of Q2 2025.

  • Congress Wealth Management held 39,994 shares of Garmin worth $8.35M as of Q2 2025.
  • Congress Wealth Management sold 8,598 Garmin shares in Q2 2025, an estimated $1.71M.
  • Garmin made up 0.08% of Congress Wealth Management's portfolio in Q2 2025, its #283 holding.
  • Congress Wealth Management first reported a position in Garmin in Q4 2021 and has held it in 13 quarters since.
  • Congress Wealth Management's Garmin position peaked at $10.6M in Q1 2025.
  • 939 funds tracked by Wall St. Rank held Garmin as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.