SWM
GRMN

SHP Wealth Management’s Garmin GRMN Stock Holding History

SHP 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
2026
Q2 		$54.3K Sell
229
-13
-5% -$3.16K ﹤0.01% 526
2026
Q1 		$56K Buy
242
+25
+12% +$5.6K ﹤0.01% 471
2025
Q4 		$43.9K Buy
+217
New +$47.2K ﹤0.01% 502

Other funds holding GRMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SHP Wealth Management's GRMN Position: Q2 2026 in Review

SHP Wealth Management reduced its Garmin (GRMN) stake by 5.4% in Q2 2026, selling an estimated $3.16K and leaving 229 shares worth $54.3K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

SHP Wealth Management first reported a position in GRMN in Q4 2025 and has held it in 3 quarters since. The position peaked at $56K in Q1 2026. 1,002 funds tracked by Wall St. Rank hold GRMN as of Q2 2026.

  • SHP Wealth Management held 229 shares of Garmin worth $54.3K as of Q2 2026.
  • SHP Wealth Management sold 13 Garmin shares in Q2 2026, an estimated $3.16K.
  • Garmin made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #526 holding.
  • SHP Wealth Management first reported a position in Garmin in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Garmin position peaked at $56K in Q1 2026.
  • 1,002 funds tracked by Wall St. Rank held Garmin as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.