Morton Capital Management’s Garmin GRMN Stock Holding History

Morton Capital 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
2026 Q2	$344K	Hold	1,450	–	–	0.05%	108
2026 Q1	$336K	Hold	1,450	–	–	0.05%	91
2025 Q4	$294K	Hold	1,450	–	–	0.05%	102
2025 Q3	$357K	Hold	1,450	–	–	0.06%	86
2025 Q2	$303K	Sell	1,450 -50	-3%	-$9.92K	0.05%	92
2025 Q1	$326K	Hold	1,500	–	–	0.06%	84
2024 Q4	$309K	Hold	1,500	–	–	0.06%	86
2024 Q3	$264K	Hold	1,500	–	–	0.05%	88
2024 Q2	$244K	Hold	1,500	–	–	0.06%	87
2024 Q1	$223K	Buy	+1,500	New	+$198K	0.06%	95

Other funds holding GRMN

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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

Morton Capital Management's GRMN Position: Q2 2026 in Review

Morton Capital Management held its Garmin (GRMN) position steady in Q2 2026 at 1,450 shares worth $344K. The position accounts for 0.05% of the portfolio, ranked #108.

Morton Capital Management first reported a position in GRMN in Q1 2024 and has held it in 10 quarters since. The position peaked at $357K in Q3 2025. 240 funds tracked by Wall St. Rank hold GRMN as of Q2 2026.

Morton Capital Management held 1,450 shares of Garmin worth $344K as of Q2 2026.
Morton Capital Management left its Garmin share count unchanged in Q2 2026.
Garmin made up 0.05% of Morton Capital Management's portfolio in Q2 2026, its #108 holding.
Morton Capital Management first reported a position in Garmin in Q1 2024 and has held it in 10 quarters since.
Morton Capital Management's Garmin position peaked at $357K in Q3 2025.
240 funds tracked by Wall St. Rank held Garmin as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.