Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.86M Hold
8,026
0.52% 52
2025
Q4
$1.63M Hold
8,026
0.41% 60
2025
Q3
$1.98M Hold
8,026
0.51% 49
2025
Q2
$1.68M Hold
8,026
0.48% 50
2025
Q1
$1.74M Sell
8,026
-400
-5% -$86.5K 0.54% 45
2024
Q4
$1.74M Sell
8,426
-25
-0.3% -$4.9K 0.48% 41
2024
Q3
$1.49M Sell
8,451
-149
-2% -$25.7K 0.44% 49
2024
Q2
$1.4M Buy
8,600
+50
+0.6% +$7.87K 0.44% 47
2024
Q1
$1.27M Hold
8,550
0.4% 48
2023
Q4
$1.1M Hold
8,550
0.39% 50
2023
Q3
$899K Buy
8,550
+2,100
+33% +$221K 0.35% 54
2023
Q2
$673K Sell
6,450
-125
-2% -$12.8K 0.21% 76
2023
Q1
$664K Hold
6,575
0.23% 73
2022
Q4
$607K Buy
6,575
+200
+3% +$17.7K 0.24% 68
2022
Q3
$512K Buy
+6,375
New +$602K 0.19% 78

Other funds holding GRMN

Xcel Wealth Management's GRMN Position: Q1 2026 in Review

Xcel Wealth Management held its Garmin (GRMN) position steady in Q1 2026 at 8,026 shares worth $1.86M. The position accounts for 0.52% of the portfolio, ranked #52.

Xcel Wealth Management first reported a position in GRMN in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.98M in Q3 2025. 1,007 funds tracked by Wall St. Rank hold GRMN as of Q1 2026.

  • Xcel Wealth Management held 8,026 shares of Garmin worth $1.86M as of Q1 2026.
  • Xcel Wealth Management left its Garmin share count unchanged in Q1 2026.
  • Garmin made up 0.52% of Xcel Wealth Management's portfolio in Q1 2026, its #52 holding.
  • Xcel Wealth Management first reported a position in Garmin in Q3 2022 and has held it in 15 quarters since.
  • Xcel Wealth Management's Garmin position peaked at $1.98M in Q3 2025.
  • 1,007 funds tracked by Wall St. Rank held Garmin as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.