Montag & Associates’s Garmin GRMN Stock Holding History

Montag & Associates’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	$1.1K	Hold	5	–	–	﹤0.01%	894
2025 Q4	$962	Sell	5 -16	-76%	-$3.48K	﹤0.01%	925
2025 Q3	$5.21K	Buy	21 +14	+200%	+$3.23K	﹤0.01%	819
2025 Q2	$1.37K	Hold	7	–	–	﹤0.01%	892
2025 Q1	$1.43K	Sell	7 -1	-13%	-$216	﹤0.01%	923
2024 Q4	$1.72K	Sell	8 -2	-20%	-$392	﹤0.01%	905
2024 Q3	$1.76K	Hold	10	–	–	﹤0.01%	931
2024 Q2	$1.63K	Hold	10	–	–	﹤0.01%	885
2024 Q1	$1.5K	Hold	10	–	–	﹤0.01%	888
2023 Q4	$1.29K	Hold	10	–	–	﹤0.01%	876
2023 Q3	$1.05K	Hold	10	–	–	﹤0.01%	869
2023 Q2	$1.04K	Hold	10	–	–	﹤0.01%	889
2023 Q1	$1.01K	Buy	10 +1	+11%	+$98	﹤0.01%	889
2022 Q4	$831	Buy	+9	New	+$795	﹤0.01%	912

Other funds holding GRMN

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Montag & Associates's GRMN Position: Q1 2026 in Review

Montag & Associates held its Garmin (GRMN) position steady in Q1 2026 at 5 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Montag & Associates first reported a position in GRMN in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.21K in Q3 2025. 1,008 funds tracked by Wall St. Rank hold GRMN as of Q1 2026.

Montag & Associates held 5 shares of Garmin worth $1.1K as of Q1 2026.
Montag & Associates left its Garmin share count unchanged in Q1 2026.
Garmin made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #894 holding.
Montag & Associates first reported a position in Garmin in Q4 2022 and has held it in 14 quarters since.
Montag & Associates's Garmin position peaked at $5.21K in Q3 2025.
1,008 funds tracked by Wall St. Rank held Garmin as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.