EWA
GRMN

EP Wealth Advisors’s Garmin GRMN Stock Holding History

EP Wealth Advisors’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 		$1.22M Buy
5,275
+555
+12% +$124K 0.01% 584
2025
Q4 		$957K Buy
+4,720
New +$1.03M 0.01% 637
2025
Q2 		$758K Sell
3,633
-488
-12% -$96.8K 0.01% 637
2025
Q1 		$895K Buy
4,121
+290
+8% +$62.7K 0.01% 532
2024
Q4 		$790K Sell
3,831
-34
-0.9% -$6.67K 0.01% 567
2024
Q3 		$680K Sell
3,865
-63
-2% -$10.9K 0.01% 600
2024
Q2 		$640K Buy
3,928
+1
+0% +$157 0.01% 485
2024
Q1 		$585K Buy
3,927
+405
+11% +$53.4K 0.01% 484
2023
Q4 		$453K Buy
+3,522
New +$408K 0.01% 512
2022
Q3 		– Sell
-5,333
Closed -$524K – 445
2022
Q2 		$524K Sell
5,333
-754
-12% -$79.4K 0.01% 363
2022
Q1 		$722K Sell
6,087
-518
-8% -$62.3K 0.02% 307
2021
Q4 		$899K Sell
6,605
-244
-4% -$35.2K 0.02% 270
2021
Q3 		$1.06M Sell
6,849
-3,479
-34% -$566K 0.03% 233
2021
Q2 		$1.49M Sell
10,328
-1,150
-10% -$161K 0.04% 205
2021
Q1 		$1.51M Buy
+11,478
New +$1.43M 0.05% 195

Other funds holding GRMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B 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 $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EP Wealth Advisors's GRMN Position: Q1 2026 in Review

EP Wealth Advisors increased its Garmin (GRMN) stake by 12% in Q1 2026, buying an estimated $124K and bringing the position to 5,275 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #584.

EP Wealth Advisors first reported a position in GRMN in Q1 2021 and has held it in 15 quarters since. The position peaked at $1.51M in Q1 2021. 1,007 funds tracked by Wall St. Rank hold GRMN as of Q1 2026.

  • EP Wealth Advisors held 5,275 shares of Garmin worth $1.22M as of Q1 2026.
  • EP Wealth Advisors bought 555 Garmin shares in Q1 2026, an estimated $124K.
  • Garmin made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #584 holding.
  • EP Wealth Advisors first reported a position in Garmin in Q1 2021 and has held it in 15 quarters since.
  • EP Wealth Advisors's Garmin position peaked at $1.51M in Q1 2021.
  • 1,007 funds tracked by Wall St. Rank held Garmin as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.