PWM
GRMN

Pinnacle Wealth Management’s Garmin GRMN Stock Holding History

Pinnacle Wealth 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
2024
Q1 		– Sell
-11,951
Closed -$1.54M – 44
2023
Q4 		$1.54M Buy
+11,951
New +$1.39M 1.76% 24
2023
Q3 		– Sell
-16,001
Closed -$1.67M – 45
2023
Q2 		$1.67M Buy
+16,001
New +$1.63M 1.68% 25
2022
Q4 		$1.66M Buy
18,032
+118
+0.7% +$10.4K 2% 18
2022
Q3 		$1.44M Buy
17,914
+695
+4% +$65.7K 1.75% 31
2022
Q2 		$1.69M Buy
17,219
+773
+5% +$81.4K 2.38% 23
2022
Q1 		$1.95M Buy
16,446
+3,327
+25% +$400K 2.28% 25
2021
Q4 		$1.79M Buy
+13,119
New +$1.89M 1.53% 37

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Wealth Management's GRMN Position: Q1 2024 in Review

Pinnacle Wealth Management sold out of Garmin (GRMN) in Q1 2024, closing a stake of 11,951 shares — an estimated $1.54M sold.

Pinnacle Wealth Management first reported a position in GRMN in Q4 2021 and held it in 7 quarters. The position peaked at $1.95M in Q1 2022. 755 funds tracked by Wall St. Rank hold GRMN as of Q1 2024.

  • Pinnacle Wealth Management reported no remaining Garmin position as of Q1 2024 after selling out during the quarter.
  • Pinnacle Wealth Management sold 11,951 Garmin shares in Q1 2024, an estimated $1.54M.
  • Pinnacle Wealth Management first reported a position in Garmin in Q4 2021 and held it in 7 quarters.
  • Pinnacle Wealth Management's Garmin position peaked at $1.95M in Q1 2022.
  • 755 funds tracked by Wall St. Rank held Garmin as of Q1 2024.

Based on Pinnacle Wealth Management's 13F filing for Q1 2024, filed 6 May 2024.