ISWM
GRMN

Independent Solutions Wealth Management’s Garmin GRMN Stock Holding History

Independent Solutions 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
2026
Q1 		$519K Buy
2,237
+444
+25% +$99.4K 0.08% 135
2025
Q4 		$364K Buy
1,793
+256
+17% +$55.7K 0.07% 141
2025
Q3 		$378K Sell
1,537
-85
-5% -$19.6K 0.07% 138
2025
Q2 		$339K Buy
1,622
+115
+8% +$22.8K 0.07% 146
2025
Q1 		$327K Buy
+1,507
New +$326K 0.07% 143
2021
Q4 		– Sell
-2,335
Closed -$363K – 234
2021
Q3 		$363K Buy
2,335
+57
+3% +$9.27K 0.09% 163
2021
Q2 		$329K Buy
+2,278
New +$320K 0.08% 165
2021
Q1 		– Sell
-2,548
Closed -$305K – 191
2020
Q4 		$305K Buy
+2,548
New +$282K 0.1% 142

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

Independent Solutions Wealth Management's GRMN Position: Q1 2026 in Review

Independent Solutions Wealth Management increased its Garmin (GRMN) stake by 25% in Q1 2026, buying an estimated $99.4K and bringing the position to 2,237 shares worth $519K. The position accounts for 0.08% of the portfolio, ranked #135.

Independent Solutions Wealth Management first reported a position in GRMN in Q4 2020 and has held it in 8 quarters since. 1,007 funds tracked by Wall St. Rank hold GRMN as of Q1 2026.

  • Independent Solutions Wealth Management held 2,237 shares of Garmin worth $519K as of Q1 2026.
  • Independent Solutions Wealth Management bought 444 Garmin shares in Q1 2026, an estimated $99.4K.
  • Garmin made up 0.08% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #135 holding.
  • Independent Solutions Wealth Management first reported a position in Garmin in Q4 2020 and has held it in 8 quarters since.
  • 1,007 funds tracked by Wall St. Rank held Garmin as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.