SIM
GRMN

Synergy Investment Management’s Garmin GRMN Stock Holding History

Synergy Investment 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
Q1 		$166K Buy
+717
New +$161K 0.05% 148
2025
Q4 		– Sell
-879
Closed -$216K – 132
2025
Q3 		$216K Buy
+879
New +$203K 0.08% 122
2025
Q2 		– Sell
-913
Closed -$198K – 282
2025
Q1 		$198K Buy
913
+1
+0.1% +$216 0.08% 122
2024
Q4 		$188K Buy
+912
New +$179K 0.08% 123

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

Synergy Investment Management's GRMN Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Garmin (GRMN) in Q1 2026: 717 shares worth $166K. The stake represents 0.05% of the portfolio and ranks #148 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in GRMN as recently as Q3 2025.

Synergy Investment Management first reported a position in GRMN in Q4 2024 and has held it in 4 quarters since. The position peaked at $216K in Q3 2025. 1,007 funds tracked by Wall St. Rank hold GRMN as of Q1 2026.

  • Synergy Investment Management held 717 shares of Garmin worth $166K as of Q1 2026.
  • Garmin was a new Synergy Investment Management position in Q1 2026.
  • Garmin made up 0.05% of Synergy Investment Management's portfolio in Q1 2026, its #148 holding.
  • Synergy Investment Management first reported a position in Garmin in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's Garmin position peaked at $216K in Q3 2025.
  • 1,007 funds tracked by Wall St. Rank held Garmin as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.