JF
GRMN

Joule Financial’s Garmin GRMN Stock Holding History

Joule Financial’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 		$346K Hold
1,455
– – 0.09% 83
2026
Q1 		$338K Sell
1,455
-49
-3% -$11K 0.1% 82
2025
Q4 		$305K Buy
1,504
+1
+0.1% +$217 0.09% 82
2025
Q3 		$370K Hold
1,503
– – 0.11% 75
2025
Q2 		$314K Sell
1,503
-428
-22% -$84.9K 0.1% 85
2025
Q1 		$419K Buy
1,931
+1
+0.1% +$216 0.15% 66
2024
Q4 		$398K Buy
1,930
+7
+0.4% +$1.37K 0.14% 70
2024
Q3 		$338K Sell
1,923
-248
-11% -$42.9K 0.12% 81
2024
Q2 		$354K Buy
2,171
+26
+1% +$4.09K 0.14% 77
2024
Q1 		$321K Sell
2,145
-49
-2% -$6.46K 0.13% 78
2023
Q4 		$282K Sell
2,194
-42
-2% -$4.87K 0.13% 84
2023
Q3 		$235K Buy
2,236
+41
+2% +$4.31K 0.12% 90
2023
Q2 		$229K Buy
2,195
+71
+3% +$7.25K 0.12% 92
2023
Q1 		$214K Buy
+2,124
New +$207K 0.12% 96

Other funds holding GRMN

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

Joule Financial's GRMN Position: Q2 2026 in Review

Joule Financial held its Garmin (GRMN) position steady in Q2 2026 at 1,455 shares worth $346K. The position accounts for 0.09% of the portfolio, ranked #83.

Joule Financial first reported a position in GRMN in Q1 2023 and has held it in 14 quarters since. The position peaked at $419K in Q1 2025. 257 funds tracked by Wall St. Rank hold GRMN as of Q2 2026.

  • Joule Financial held 1,455 shares of Garmin worth $346K as of Q2 2026.
  • Joule Financial left its Garmin share count unchanged in Q2 2026.
  • Garmin made up 0.09% of Joule Financial's portfolio in Q2 2026, its #83 holding.
  • Joule Financial first reported a position in Garmin in Q1 2023 and has held it in 14 quarters since.
  • Joule Financial's Garmin position peaked at $419K in Q1 2025.
  • 257 funds tracked by Wall St. Rank held Garmin as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.