OF
GRMN

Optimize Financial’s Garmin GRMN Stock Holding History

Optimize Financial’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 		$611K Buy
2,632
+82
+3% +$18.4K 0.3% 64
2025
Q4 		$517K Buy
2,550
+36
+1% +$7.83K 0.26% 115
2025
Q3 		$619K Sell
2,514
-643
-20% -$148K 0.32% 58
2025
Q2 		$659K Sell
3,157
-22
-0.7% -$4.37K 0.4% 73
2025
Q1 		$690K Buy
3,179
+237
+8% +$51.2K 0.5% 61
2024
Q4 		$607K Buy
+2,942
New +$577K 0.45% 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

Optimize Financial's GRMN Position: Q1 2026 in Review

Optimize Financial increased its Garmin (GRMN) stake by 3.2% in Q1 2026, buying an estimated $18.4K and bringing the position to 2,632 shares worth $611K. The position accounts for 0.3% of the portfolio, ranked #64.

Optimize Financial first reported a position in GRMN in Q4 2024 and has held it in 6 quarters since. The position peaked at $690K in Q1 2025. 1,007 funds tracked by Wall St. Rank hold GRMN as of Q1 2026.

  • Optimize Financial held 2,632 shares of Garmin worth $611K as of Q1 2026.
  • Optimize Financial bought 82 Garmin shares in Q1 2026, an estimated $18.4K.
  • Garmin made up 0.3% of Optimize Financial's portfolio in Q1 2026, its #64 holding.
  • Optimize Financial first reported a position in Garmin in Q4 2024 and has held it in 6 quarters since.
  • Optimize Financial's Garmin position peaked at $690K in Q1 2025.
  • 1,007 funds tracked by Wall St. Rank held Garmin as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.