WA
GRMN

Waverly Advisors’s Garmin GRMN Stock Holding History

Waverly 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
Q1 		$3.82M Buy
16,461
+4,458
+37% +$998K 0.03% 475
2025
Q4 		$2.43M Sell
12,003
-128
-1% -$27.8K 0.02% 554
2025
Q3 		$2.99M Buy
12,131
+680
+6% +$157K 0.03% 421
2025
Q2 		$2.39M Buy
11,451
+406
+4% +$80.6K 0.03% 461
2025
Q1 		$2.4M Buy
11,045
+9,925
+886% +$2.15M 0.03% 443
2024
Q4 		$231K Buy
+1,120
New +$220K ﹤0.01% 895
2014
Q1 		– Sell
-10
Closed – – 758
2013
Q4 		$0 Hold
10
– – ﹤0.01% 825
2013
Q3 		$0 Buy
+10
New +$397 ﹤0.01% 567

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

Waverly Advisors's GRMN Position: Q1 2026 in Review

Waverly Advisors increased its Garmin (GRMN) stake by 37% in Q1 2026, buying an estimated $998K and bringing the position to 16,461 shares worth $3.82M. The position accounts for 0.03% of the portfolio, ranked #475.

Waverly Advisors first reported a position in GRMN in Q3 2013 and has held it in 8 quarters since. 1,007 funds tracked by Wall St. Rank hold GRMN as of Q1 2026.

  • Waverly Advisors held 16,461 shares of Garmin worth $3.82M as of Q1 2026.
  • Waverly Advisors bought 4,458 Garmin shares in Q1 2026, an estimated $998K.
  • Garmin made up 0.03% of Waverly Advisors's portfolio in Q1 2026, its #475 holding.
  • Waverly Advisors first reported a position in Garmin in Q3 2013 and has held it in 8 quarters since.
  • 1,007 funds tracked by Wall St. Rank held Garmin as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.