Long Run Wealth Advisors’s Garmin GRMN Stock Holding History

Long Run Wealth 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
2025 Q4	–	Sell	-972	Closed	-$239K	–	108
2025 Q3	$239K	Sell	972 -2,173	-69%	-$501K	0.05%	97
2025 Q2	$656K	Sell	3,145 -910	-22%	-$181K	0.14%	69
2025 Q1	$881K	Sell	4,055 -6,885	-63%	-$1.49M	0.2%	67
2024 Q4	$2.26M	Sell	10,940 -149	-1%	-$29.2K	0.54%	44
2024 Q3	$1.95M	Sell	11,089 -1,775	-14%	-$307K	0.46%	47
2024 Q2	$2.1M	Sell	12,864 -458	-3%	-$72.1K	0.53%	42
2024 Q1	$1.98M	Buy	13,322 +51	+0.4%	+$6.72K	0.52%	43
2023 Q4	$1.71M	Sell	13,271 -852	-6%	-$98.8K	0.49%	46
2023 Q3	$1.49M	Sell	14,123 -310	-2%	-$32.6K	0.48%	47
2023 Q2	$1.51M	Sell	14,433 -3,769	-21%	-$385K	0.48%	48
2023 Q1	$1.84M	Buy	18,202 +134	+0.7%	+$13.1K	0.63%	45
2022 Q4	$1.67M	Buy	18,068 +550	+3%	+$48.6K	0.6%	45
2022 Q3	$1.41M	Buy	17,518 +13,870	+380%	+$1.31M	0.56%	44
2022 Q2	$358K	Buy	3,648 +2	+0.1%	+$211	0.14%	74
2022 Q1	$433K	Buy	3,646 +2	+0.1%	+$241	0.15%	76
2021 Q4	$496K	Buy	+3,644	New	+$526K	0.17%	78

Other funds holding GRMN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B 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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return