VWM
GRMN

Venturi Wealth Management’s Garmin GRMN Stock Holding History

Venturi 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 		$268K Buy
+1,129
New +$275K 0.01% 531
2026
Q1 		– Sell
-1,268
Closed -$257K – 631
2025
Q4 		$257K Buy
1,268
+357
+39% +$77.6K 0.01% 490
2025
Q3 		$224K Buy
+911
New +$210K 0.01% 520
2025
Q1 		– Sell
-208
Closed -$42.9K – 1102
2024
Q4 		$42.9K Buy
208
+84
+68% +$16.5K ﹤0.01% 1069
2024
Q3 		$21.8K Buy
124
+19
+18% +$3.28K ﹤0.01% 995
2024
Q2 		$17.1K Buy
105
+72
+218% +$11.3K ﹤0.01% 976
2024
Q1 		$4.91K Hold
33
– – ﹤0.01% 1097
2023
Q4 		$4.24K Buy
33
+3
+10% +$348 ﹤0.01% 1064
2023
Q3 		$3.16K Buy
+30
New +$3.15K ﹤0.01% 1077
2017
Q1 		– Sell
-7,000
Closed -$339K – 182
2016
Q4 		$339K Hold
7,000
– – 0.1% 134
2016
Q3 		$337K Hold
7,000
– – 0.11% 114
2016
Q2 		$297K Hold
7,000
– – 0.1% 121
2016
Q1 		$280K Hold
7,000
– – 0.1% 115
2015
Q4 		$260K Buy
+7,000
New +$255K 0.12% 111

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
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

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

Venturi Wealth Management opened a new position in Garmin (GRMN) in Q2 2026: 1,129 shares worth $268K. The stake represents 0.01% of the portfolio and ranks #531 among its holdings. This is a return to the name: Venturi Wealth Management previously reported a position in GRMN as recently as Q4 2025.

Venturi Wealth Management first reported a position in GRMN in Q4 2015 and has held it in 14 quarters since. The position peaked at $339K in Q4 2016. 170 funds tracked by Wall St. Rank hold GRMN as of Q2 2026.

  • Venturi Wealth Management held 1,129 shares of Garmin worth $268K as of Q2 2026.
  • Garmin was a new Venturi Wealth Management position in Q2 2026.
  • Garmin made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #531 holding.
  • Venturi Wealth Management first reported a position in Garmin in Q4 2015 and has held it in 14 quarters since.
  • Venturi Wealth Management's Garmin position peaked at $339K in Q4 2016.
  • 170 funds tracked by Wall St. Rank held Garmin as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.