West Oak Capital’s Garmin GRMN Stock Holding History

West Oak Capital’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 Q3	$801	Hold	325	–	–	0.03%	146
2025 Q2	$679	Hold	325	–	–	0.03%	158
2025 Q1	$706	Hold	325	–	–	0.03%	161
2024 Q4	$671K	Hold	325	–	–	0.02%	166
2024 Q3	$572	Hold	325	–	–	0.01%	176
2024 Q2	$53K	Hold	325	–	–	0.02%	181
2024 Q1	$48K	Hold	325	–	–	0.02%	177
2023 Q4	$40K	Hold	325	–	–	0.02%	184
2023 Q3	$34K	Hold	325	–	–	0.02%	186
2023 Q2	$33.9K	Sell	325 -324,430	-100%	-$33.1M	0.02%	185
2023 Q1	$32.8K	Buy	324,755 +324,431	+100,133%	+$31.7M	0.02%	182
2022 Q4	$30K	Hold	324	–	–	0.02%	173
2022 Q3	$26K	Hold	324	–	–	0.01%	188
2022 Q2	$32K	Hold	324	–	–	0.02%	189
2022 Q1	$38K	Hold	324	–	–	0.02%	188
2021 Q4	$44K	Hold	324	–	–	0.02%	193
2021 Q3	$50K	Hold	324	–	–	0.02%	188
2021 Q2	$47K	Hold	324	–	–	0.02%	190
2021 Q1	$43K	Hold	324	–	–	0.02%	187
2020 Q4	$39K	Hold	324	–	–	0.02%	189
2020 Q3	$31K	Hold	324	–	–	0.02%	179
2020 Q2	$32K	Buy	+324	New	+$27.7K	0.02%	185

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

West Oak Capital's GRMN Position: Q3 2025 in Review

West Oak Capital held its Garmin (GRMN) position steady in Q3 2025 at 325 shares worth $801. The position accounts for 0.03% of the portfolio, ranked #146.

West Oak Capital first reported a position in GRMN in Q2 2020 and has held it in 22 quarters since. The position peaked at $671K in Q4 2024. 961 funds tracked by Wall St. Rank hold GRMN as of Q3 2025.

West Oak Capital held 325 shares of Garmin worth $801 as of Q3 2025.
West Oak Capital left its Garmin share count unchanged in Q3 2025.
Garmin made up 0.03% of West Oak Capital's portfolio in Q3 2025, its #146 holding.
West Oak Capital first reported a position in Garmin in Q2 2020 and has held it in 22 quarters since.
West Oak Capital's Garmin position peaked at $671K in Q4 2024.
961 funds tracked by Wall St. Rank held Garmin as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.