Institute for Wealth Management’s Garmin GRMN Stock Holding History

Institute for 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 Q2	$67.2K	Buy	+283	New	+$68.8K	0.01%	799
2021 Q2	–	Sell	-1,860	Closed	-$245K	–	493
2021 Q1	$245K	Sell	1,860 -750	-29%	-$93.3K	0.05%	401
2020 Q4	$312K	Sell	2,610 -390	-13%	-$43.2K	0.06%	340
2020 Q3	$285K	Sell	3,000 -654	-18%	-$65.4K	0.07%	326
2020 Q2	$356K	Sell	3,654 -262	-7%	-$22.4K	0.09%	297
2020 Q1	$294K	Sell	3,916 -910	-19%	-$82.3K	0.09%	281
2019 Q4	$471K	Sell	4,826 -334	-6%	-$31.1K	0.11%	263
2019 Q3	$437K	Sell	5,160 -724	-12%	-$58.4K	0.11%	258
2019 Q2	$470K	Buy	+5,884	New	+$481K	0.1%	262
2019 Q1	–	Sell	-8,311	Closed	-$524K	–	458
2018 Q4	$524K	Buy	+8,311	New	+$538K	0.22%	141

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's GRMN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Garmin (GRMN) in Q2 2026: 283 shares worth $67.2K. The stake represents 0.01% of the portfolio and ranks #799 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in GRMN as recently as Q1 2021.

Institute for Wealth Management first reported a position in GRMN in Q4 2018 and has held it in 10 quarters since. The position peaked at $524K in Q4 2018. 1,010 funds tracked by Wall St. Rank hold GRMN as of Q2 2026.

Institute for Wealth Management held 283 shares of Garmin worth $67.2K as of Q2 2026.
Garmin was a new Institute for Wealth Management position in Q2 2026.
Garmin made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #799 holding.
Institute for Wealth Management first reported a position in Garmin in Q4 2018 and has held it in 10 quarters since.
Institute for Wealth Management's Garmin position peaked at $524K in Q4 2018.
1,010 funds tracked by Wall St. Rank held Garmin as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.