LA
GRMN

Lifeworks Advisors’s Garmin GRMN Stock Holding History

Lifeworks 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 		$5.93M Buy
25,544
+3,649
+17% +$817K 0.76% 45
2025
Q4 		$4.44M Sell
21,895
-1,992
-8% -$433K 0.58% 59
2025
Q3 		$5.88M Sell
23,887
-564
-2% -$130K 0.78% 35
2025
Q2 		$5.1M Buy
24,451
+1,163
+5% +$231K 0.76% 37
2025
Q1 		$5.06M Buy
23,288
+3,119
+15% +$674K 0.84% 33
2024
Q4 		$4.16M Buy
20,169
+58
+0.3% +$11.4K 0.75% 42
2024
Q3 		$3.54M Buy
20,111
+1,538
+8% +$266K 0.7% 40
2024
Q2 		$3.03M Buy
18,573
+236
+1% +$37.2K 0.84% 33
2024
Q1 		$2.73M Buy
18,337
+2,065
+13% +$272K 0.76% 39
2023
Q4 		$2.09M Sell
16,272
-651
-4% -$75.5K 0.72% 44
2023
Q3 		$1.78M Buy
16,923
+1,365
+9% +$144K 0.69% 42
2023
Q2 		$1.62M Buy
15,558
+1,439
+10% +$147K 0.69% 45
2023
Q1 		$1.42M Sell
14,119
-3,790
-21% -$370K 0.67% 47
2022
Q4 		$1.65M Buy
17,909
+150
+0.8% +$13.3K 0.93% 34
2022
Q3 		$1.56M Buy
17,759
+3,266
+23% +$309K 0.89% 35
2022
Q2 		$1.42M Buy
14,493
+2,711
+23% +$286K 0.9% 29
2022
Q1 		$1.4M Buy
11,782
+6,583
+127% +$792K 0.92% 32
2021
Q4 		$708K Buy
+5,199
New +$751K 0.56% 56

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

Lifeworks Advisors's GRMN Position: Q1 2026 in Review

Lifeworks Advisors increased its Garmin (GRMN) stake by 17% in Q1 2026, buying an estimated $817K and bringing the position to 25,544 shares worth $5.93M. The position accounts for 0.76% of the portfolio, ranked #45.

Lifeworks Advisors first reported a position in GRMN in Q4 2021 and has held it in 18 quarters since. 1,010 funds tracked by Wall St. Rank hold GRMN as of Q1 2026.

  • Lifeworks Advisors held 25,544 shares of Garmin worth $5.93M as of Q1 2026.
  • Lifeworks Advisors bought 3,649 Garmin shares in Q1 2026, an estimated $817K.
  • Garmin made up 0.76% of Lifeworks Advisors's portfolio in Q1 2026, its #45 holding.
  • Lifeworks Advisors first reported a position in Garmin in Q4 2021 and has held it in 18 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Garmin as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.