MIM
GRMN

Morningstar Investment Management’s Garmin GRMN Stock Holding History

Morningstar Investment Management’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
Q1 		– Sell
-1,603
Closed -$331K – 137
2024
Q4 		$331K Hold
1,603
– – 0.03% 151
2024
Q3 		$269K Sell
1,603
-30
-2% -$5.18K 0.03% 174
2024
Q2 		$266K Hold
1,633
– – 0.03% 163
2024
Q1 		$243K Hold
1,633
– – 0.03% 175
2023
Q4 		$210K Buy
+1,633
New +$189K 0.02% 190

Other funds holding GRMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morningstar Investment Management's GRMN Position: Q1 2025 in Review

Morningstar Investment Management sold out of Garmin (GRMN) in Q1 2025, closing a stake of 1,603 shares — an estimated $331K sold.

Morningstar Investment Management first reported a position in GRMN in Q4 2023 and held it in 5 quarters. The position peaked at $331K in Q4 2024. 956 funds tracked by Wall St. Rank hold GRMN as of Q1 2025.

  • Morningstar Investment Management reported no remaining Garmin position as of Q1 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 1,603 Garmin shares in Q1 2025, an estimated $331K.
  • Morningstar Investment Management first reported a position in Garmin in Q4 2023 and held it in 5 quarters.
  • Morningstar Investment Management's Garmin position peaked at $331K in Q4 2024.
  • 956 funds tracked by Wall St. Rank held Garmin as of Q1 2025.

Based on Morningstar Investment Management's 13F filing for Q1 2025, filed 7 May 2025.