WWP
GRMN

WR Wealth Planners’s Garmin GRMN Stock Holding History

WR Wealth Planners’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
2024
Q4 		$5.75K Buy
28
+12
+75% +$2.35K ﹤0.01% 672
2024
Q3 		$2.82K Buy
16
+5
+45% +$864 ﹤0.01% 836
2024
Q2 		$1.79K Buy
+11
New +$1.73K ﹤0.01% 908
2023
Q4 		– Sell
-32
Closed -$3.37K – 461
2023
Q3 		$3.37K Hold
32
– – ﹤0.01% 722
2023
Q2 		$3.34K Buy
+32
New +$3.27K ﹤0.01% 727

Other funds holding GRMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's GRMN Position: Q4 2024 in Review

WR Wealth Planners increased its Garmin (GRMN) stake by 75% in Q4 2024, buying an estimated $2.35K and bringing the position to 28 shares worth $5.75K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

WR Wealth Planners first reported a position in GRMN in Q2 2023 and has held it in 5 quarters since. 908 funds tracked by Wall St. Rank hold GRMN as of Q4 2024.

  • WR Wealth Planners held 28 shares of Garmin worth $5.75K as of Q4 2024.
  • WR Wealth Planners bought 12 Garmin shares in Q4 2024, an estimated $2.35K.
  • Garmin made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #672 holding.
  • WR Wealth Planners first reported a position in Garmin in Q2 2023 and has held it in 5 quarters since.
  • 908 funds tracked by Wall St. Rank held Garmin as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.