WBI Investments’s Garmin GRMN Stock Holding History

WBI Investments’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
2025 Q1	–	Sell	-1,821	Closed	-$376K	–	259
2024 Q4	$376K	Buy	+1,821	New	+$357K	0.09%	167
2024 Q2	–	Sell	-46,833	Closed	-$6.97M	–	191
2024 Q1	$6.97M	Buy	46,833 +39,194	+513%	+$5.17M	1.45%	13
2023 Q4	$982K	Buy	+7,639	New	+$886K	0.2%	112
2018 Q4	–	Sell	-195,042	Closed	-$13.7M	–	151
2018 Q3	$13.7M	Sell	195,042 -10,755	-5%	-$705K	0.74%	30
2018 Q2	$12.6M	Buy	+205,797	New	+$12.4M	0.67%	38
2018 Q1	–	Sell	-48,630	Closed	-$2.9M	–	237
2017 Q4	$2.9M	Sell	48,630 -57,812	-54%	-$3.39M	0.13%	122
2017 Q3	$5.75M	Sell	106,442 -4,572	-4%	-$237K	0.25%	73
2017 Q2	$5.67M	Sell	111,014 -30,530	-22%	-$1.56M	0.25%	79
2017 Q1	$7.23M	Buy	141,544 +7,695	+6%	+$387K	0.32%	66
2016 Q4	$6.49M	Buy	+133,849	New	+$6.66M	0.28%	68

Other funds holding GRMN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WBI Investments's GRMN Position: Q1 2025 in Review

WBI Investments sold out of Garmin (GRMN) in Q1 2025, closing a stake of 1,821 shares — an estimated $376K sold.

WBI Investments first reported a position in GRMN in Q4 2016 and held it in 10 quarters. The position peaked at $13.7M in Q3 2018. 956 funds tracked by Wall St. Rank hold GRMN as of Q1 2025.

WBI Investments reported no remaining Garmin position as of Q1 2025 after selling out during the quarter.
WBI Investments sold 1,821 Garmin shares in Q1 2025, an estimated $376K.
WBI Investments first reported a position in Garmin in Q4 2016 and held it in 10 quarters.
WBI Investments's Garmin position peaked at $13.7M in Q3 2018.
956 funds tracked by Wall St. Rank held Garmin as of Q1 2025.

Based on WBI Investments's 13F filing for Q1 2025, filed 22 May 2025.