SFWA
GRMN

Summit Financial Wealth Advisors’s Garmin GRMN Stock Holding History

Summit Financial 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
Q2 		$11.1M Buy
46,554
+1,266
+3% +$308K 1.41% 21
2026
Q1 		$10.5M Buy
45,288
+828
+2% +$185K 1.49% 20
2025
Q4 		$9.02M Buy
44,460
+1,013
+2% +$220K 1.29% 23
2025
Q3 		$11.1M Sell
43,447
-290
-0.7% -$66.9K 1.72% 19
2025
Q2 		$9.13M Buy
43,737
+145
+0.3% +$28.8K 1.64% 17
2025
Q1 		$9.47M Sell
43,592
-28,350
-39% -$6.13M 1.88% 17
2024
Q4 		$15.5M Sell
71,942
-2,961
-4% -$581K 3.03% 8
2024
Q3 		$13.2M Buy
74,903
+1
+0% +$173 2.47% 10
2024
Q2 		$12.2M Sell
74,902
-2,708
-3% -$426K 2.47% 10
2024
Q1 		$11.6M Sell
77,610
-1,056
-1% -$139K 2.34% 10
2023
Q4 		$10.1M Sell
78,666
-1,684
-2% -$195K 2.29% 11
2023
Q3 		$9.22M Sell
80,350
-4,856
-6% -$511K 2.26% 12
2023
Q2 		$8.89M Sell
85,206
-2,289
-3% -$234K 2.05% 14
2023
Q1 		$8.83M Buy
87,495
+3,803
+5% +$371K 2.09% 14
2022
Q4 		$7.72M Buy
83,692
+200
+0.2% +$17.7K 1.86% 17
2022
Q3 		$7.17M Sell
83,492
-162
-0.2% -$15.3K 2.06% 17
2022
Q2 		$8.71M Buy
83,654
+2,695
+3% +$284K 2.08% 14
2022
Q1 		$9.6M Buy
80,959
+25,675
+46% +$3.09M 1.94% 15
2021
Q4 		$7.38M Buy
55,284
+3,295
+6% +$476K 1.43% 23
2021
Q3 		$8.08M Buy
51,989
+141
+0.3% +$22.9K 1.83% 17
2021
Q2 		$7.5M Sell
51,848
-299
-0.6% -$42K 1.69% 20
2021
Q1 		$6.24M Sell
52,147
-1,173
-2% -$146K 1.59% 19
2020
Q4 		$5.06M Buy
53,320
+678
+1% +$75.1K 1.38% 24
2020
Q3 		$5.79M Sell
52,642
-9,196
-15% -$919K 1.54% 20
2020
Q2 		$6.07M Buy
61,838
+721
+1% +$61.7K 1.62% 19
2020
Q1 		$4.61M Sell
61,117
-7,709
-11% -$697K 1.45% 20
2019
Q4 		$6.78M Sell
68,826
-4,706
-6% -$439K 1.65% 14
2019
Q3 		$6.4M Buy
73,532
+2,499
+4% +$202K 1.57% 13
2019
Q2 		$5.67M Sell
71,033
-7,490
-10% -$613K 1.39% 18
2019
Q1 		$6.95M Sell
78,523
-2,066
-3% -$156K 1.84% 12
2018
Q4 		$5.1M Buy
80,589
+2,577
+3% +$167K 1.66% 13
2018
Q3 		$4.85M Buy
78,012
+4,991
+7% +$327K 1.45% 22
2018
Q2 		$4.3M Hold
73,021
– – 1.44% 17
2018
Q1 		$4.3M Buy
73,021
+4,219
+6% +$258K 1.41% 18
2017
Q4 		$4.1M Buy
68,802
+5,816
+9% +$341K 1.41% 18
2017
Q3 		$3.4M Buy
62,986
+5,297
+9% +$274K 1.24% 19
2017
Q2 		$2.94M Buy
57,689
+1,904
+3% +$97.6K 1.16% 25
2017
Q1 		$2.85M Buy
55,785
+8,025
+17% +$404K 1.25% 24
2016
Q4 		$2.32M Sell
47,760
-6,085
-11% -$303K 1.02% 33
2016
Q3 		$2.59M Buy
53,845
+1,105
+2% +$54.5K 1.12% 31
2016
Q2 		$2.24M Buy
52,740
+1,640
+3% +$68.2K 0.93% 35
2016
Q1 		$2.04M Buy
51,100
+255
+0.5% +$9.47K 0.89% 34
2015
Q4 		$1.89M Buy
50,845
+298
+0.6% +$10.8K 0.87% 36
2015
Q3 		$1.81M Sell
50,547
-2,605
-5% -$104K 1.17% 30
2015
Q2 		$2.33M Buy
53,152
+2,650
+5% +$122K 1.44% 24
2015
Q1 		$2.33M Sell
50,502
-370
-0.7% -$18.9K 1.58% 22
2014
Q4 		$2.69M Buy
+50,872
New +$2.76M 1.87% 20

Other funds holding GRMN

Handelsbanken Fonder
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
Swedbank
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
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Summit Financial Wealth Advisors's GRMN Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Garmin (GRMN) stake by 2.8% in Q2 2026, buying an estimated $308K and bringing the position to 46,554 shares worth $11.1M. The position accounts for 1.41% of the portfolio, ranked #21.

Summit Financial Wealth Advisors first reported a position in GRMN in Q4 2014 and has held it in 47 quarters since. The position peaked at $15.5M in Q4 2024. 143 funds tracked by Wall St. Rank hold GRMN as of Q2 2026.

  • Summit Financial Wealth Advisors held 46,554 shares of Garmin worth $11.1M as of Q2 2026.
  • Summit Financial Wealth Advisors bought 1,266 Garmin shares in Q2 2026, an estimated $308K.
  • Garmin made up 1.41% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • Summit Financial Wealth Advisors first reported a position in Garmin in Q4 2014 and has held it in 47 quarters since.
  • Summit Financial Wealth Advisors's Garmin position peaked at $15.5M in Q4 2024.
  • 143 funds tracked by Wall St. Rank held Garmin as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.