IWC
GRMN

Integrated Wealth Concepts’s Garmin GRMN Stock Holding History

Integrated Wealth Concepts’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 		$1.01M Buy
4,354
+1,715
+65% +$384K 0.01% 1106
2025
Q4 		$535K Sell
2,639
-3,643
-58% -$792K 0.01% 1055
2025
Q3 		$1.55M Buy
6,282
+715
+13% +$165K 0.01% 784
2025
Q2 		$1.16M Sell
5,567
-1,602
-22% -$318K 0.01% 850
2025
Q1 		$1.56M Sell
7,169
-1,554
-18% -$336K 0.02% 647
2024
Q4 		$1.8M Buy
8,723
+685
+9% +$134K 0.02% 600
2024
Q3 		$1.41M Sell
8,038
-15,741
-66% -$2.72M 0.02% 665
2024
Q2 		$3.87M Buy
23,779
+2,078
+10% +$327K 0.05% 320
2024
Q1 		$3.23M Buy
21,701
+3,875
+22% +$511K 0.05% 368
2023
Q4 		$2.29M Buy
17,826
+119
+0.7% +$13.8K 0.04% 428
2023
Q3 		$1.86M Buy
17,707
+6,824
+63% +$718K 0.03% 478
2023
Q2 		$1.14M Sell
10,883
-7,006
-39% -$716K 0.02% 627
2023
Q1 		$1.8M Buy
+17,889
New +$1.75M 0.04% 449
2022
Q3 		– Sell
-2,645
Closed -$260K – 975
2022
Q2 		$260K Sell
2,645
-432
-14% -$45.5K 0.01% 799
2022
Q1 		$365K Sell
3,077
-3,854
-56% -$464K 0.01% 671
2021
Q4 		$944K Buy
6,931
+113
+2% +$16.3K 0.03% 438
2021
Q3 		$1.06M Buy
6,818
+310
+5% +$50.4K 0.03% 369
2021
Q2 		$941K Buy
6,508
+4
+0.1% +$562 0.03% 366
2021
Q1 		$858K Buy
6,504
+1,994
+44% +$248K 0.04% 330
2020
Q4 		$540K Buy
4,510
+866
+24% +$95.9K 0.03% 393
2020
Q3 		$346K Buy
3,644
+516
+16% +$51.6K 0.02% 419
2020
Q2 		$305K Buy
+3,128
New +$267K 0.02% 396

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

Integrated Wealth Concepts's GRMN Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Garmin (GRMN) stake by 65% in Q1 2026, buying an estimated $384K and bringing the position to 4,354 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #1106.

Integrated Wealth Concepts first reported a position in GRMN in Q2 2020 and has held it in 22 quarters since. The position peaked at $3.87M in Q2 2024. 1,007 funds tracked by Wall St. Rank hold GRMN as of Q1 2026.

  • Integrated Wealth Concepts held 4,354 shares of Garmin worth $1.01M as of Q1 2026.
  • Integrated Wealth Concepts bought 1,715 Garmin shares in Q1 2026, an estimated $384K.
  • Garmin made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1106 holding.
  • Integrated Wealth Concepts first reported a position in Garmin in Q2 2020 and has held it in 22 quarters since.
  • Integrated Wealth Concepts's Garmin position peaked at $3.87M in Q2 2024.
  • 1,007 funds tracked by Wall St. Rank held Garmin as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.