Xcel Wealth Management
GRMN icon

Xcel Wealth Management’s Garmin GRMN Stock Holding History

Xcel Wealth Management’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
Q3 		$2.09M Hold
7,300
– – 0.52% 51
2026
Q2 		$1.73M Sell
7,300
-726
-9% -$177K 0.41% 54
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Baskin Financial Services
Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Segment Wealth Management
Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Barlow Wealth Partners
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Xcel Wealth Management's GRMN Position: Q3 2026 in Review

Xcel Wealth Management held its Garmin (GRMN) position steady in Q3 2026 at 7,300 shares worth $2.09M. The position accounts for 0.52% of the portfolio, ranked #51.

Xcel Wealth Management first reported a position in GRMN in Q3 2022 and has held it in 17 quarters since. 297 funds tracked by Wall St. Rank hold GRMN as of Q3 2026.

  • Xcel Wealth Management held 7,300 shares of Garmin worth $2.09M as of Q3 2026.
  • Xcel Wealth Management left its Garmin share count unchanged in Q3 2026.
  • Garmin made up 0.52% of Xcel Wealth Management's portfolio in Q3 2026, its #51 holding.
  • Xcel Wealth Management first reported a position in Garmin in Q3 2022 and has held it in 17 quarters since.
  • 297 funds tracked by Wall St. Rank held Garmin as of Q3 2026.

Based on Xcel Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.