PWA
GRMN

Phoenix Wealth Advisors’s Garmin GRMN Stock Holding History

Phoenix 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
2026
Q1 		$671K Sell
2,893
-151
-5% -$33.8K 0.27% 70
2025
Q4 		$617K Sell
3,044
-89
-3% -$19.4K 0.24% 72
2025
Q3 		$771K Sell
3,133
-76
-2% -$17.5K 0.3% 67
2025
Q2 		$670K Sell
3,209
-10
-0.3% -$1.98K 0.28% 69
2025
Q1 		$699K Sell
3,219
-121
-4% -$26.2K 0.3% 64
2024
Q4 		$689K Sell
3,340
-55
-2% -$10.8K 0.3% 65
2024
Q3 		$598K Sell
3,395
-63
-2% -$10.9K 0.28% 66
2024
Q2 		$563K Buy
3,458
+92
+3% +$14.5K 0.28% 67
2024
Q1 		$501K Sell
3,366
-89
-3% -$11.7K 0.31% 65
2023
Q4 		$437K Sell
3,455
-37
-1% -$4.29K 0.3% 61
2023
Q3 		$367K Buy
3,492
+30
+0.9% +$3.15K 0.22% 64
2023
Q2 		$361K Sell
3,462
-96
-3% -$9.81K 0.21% 67
2023
Q1 		$359K Buy
3,558
+53
+2% +$5.17K 0.22% 63
2022
Q4 		$323K Buy
3,505
+105
+3% +$9.28K 0.19% 69
2022
Q3 		$273K Sell
3,400
-16,229
-83% -$1.53M 0.27% 79
2022
Q2 		$1.93M Buy
+19,629
New +$2.07M 1.9% 23
2022
Q1 		– Sell
-19,441
Closed -$2.65M – 108
2021
Q4 		$2.65M Sell
19,441
-1,129
-5% -$163K 2% 22
2021
Q3 		$3.2M Sell
20,570
-3
-0% -$488 2.39% 5
2021
Q2 		$3.02M Sell
20,573
-207
-1% -$29.1K 2.18% 6
2021
Q1 		$2.75M Sell
20,780
-833
-4% -$104K 2.14% 11
2020
Q4 		$2.59M Buy
+21,613
New +$2.39M 1.96% 12

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

Phoenix Wealth Advisors's GRMN Position: Q1 2026 in Review

Phoenix Wealth Advisors reduced its Garmin (GRMN) stake by 5% in Q1 2026, selling an estimated $33.8K and leaving 2,893 shares worth $671K. The position accounts for 0.27% of the portfolio, ranked #70.

Phoenix Wealth Advisors first reported a position in GRMN in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.2M in Q3 2021. 1,007 funds tracked by Wall St. Rank hold GRMN as of Q1 2026.

  • Phoenix Wealth Advisors held 2,893 shares of Garmin worth $671K as of Q1 2026.
  • Phoenix Wealth Advisors sold 151 Garmin shares in Q1 2026, an estimated $33.8K.
  • Garmin made up 0.27% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #70 holding.
  • Phoenix Wealth Advisors first reported a position in Garmin in Q4 2020 and has held it in 21 quarters since.
  • Phoenix Wealth Advisors's Garmin position peaked at $3.2M in Q3 2021.
  • 1,007 funds tracked by Wall St. Rank held Garmin as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.