Jeremy Grantham's GRMN Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 7,752 shares of Garmin Ltd. (GRMN) worth $1.8 M, representing 0.00% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 41 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in GRMN, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2022, adding 107,600 shares. Largest reduction occurred in Q1 2023, reducing 197,700 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Garmin (GRMN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Garmin (GRMN) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -3,251 | Reduce 29.55% | 7,752 | $232.01 |
| Q4 2025 | -9,291 | Reduce 45.78% | 11,003 | $202.85 |
| Q3 2025 | -14,707 | Reduce 42.02% | 20,294 | $246.22 |
| Q2 2025 | -3,209 | Reduce 8.40% | 35,001 | $208.72 |
| Q1 2025 | +17,815 | Add 87.35% | 38,210 | $217.13 |
| Q4 2024 | -6,321 | Reduce 23.66% | 20,395 | $206.26 |
| Q3 2024 | -7,711 | Reduce 22.40% | 26,716 | $176.03 |
| Q2 2024 | -9,303 | Reduce 21.27% | 34,427 | $162.92 |
| Q1 2024 | -27,799 | Reduce 38.86% | 43,730 | $148.87 |
| Q4 2023 | -28,231 | Reduce 28.30% | 71,529 | $128.54 |
| Q3 2023 | -26,185 | Reduce 20.79% | 99,760 | $105.20 |
| Q2 2023 | +46,384 | Add 58.30% | 125,945 | $104.29 |
| Q1 2023 | -197,700 | Reduce 71.30% | 79,561 | $100.92 |
| Q4 2022 | +512 | Add 0.19% | 277,261 | $92.29 |
| Q3 2022 | +107,600 | Add 63.61% | 276,749 | $80.31 |
| Q2 2022 | +11,481 | Add 7.28% | 169,149 | $98.25 |
| Q1 2022 | +18,570 | Add 13.35% | 157,668 | $118.61 |
| Q4 2021 | -2,612 | Reduce 1.84% | 139,098 | $136.17 |
| Q3 2021 | +7,450 | Add 5.55% | 141,710 | $155.46 |
| Q2 2021 | +17,139 | Add 14.63% | 134,260 | $144.64 |
| Q1 2021 | +88,618 | Add 310.91% | 117,121 | $131.85 |
| Q4 2020 | -10,800 | Reduce 27.48% | 28,503 | $119.67 |
| Q3 2020 | -2,300 | Reduce 5.53% | 39,303 | $94.85 |
| Q2 2020 | -4,500 | Reduce 9.76% | 41,603 | $97.49 |
| Q1 2020 | +3,900 | Add 9.24% | 46,103 | $74.96 |
| Q4 2019 | -25,800 | Reduce 37.94% | 42,203 | $97.55 |
| Q3 2019 | -36,984 | Reduce 35.23% | 68,003 | $84.69 |
| Q2 2019 | +15,900 | Add 17.85% | 104,987 | $79.80 |
| Q1 2019 | -2,600 | Reduce 2.84% | 89,087 | $86.35 |
| Q4 2018 | -1,200 | Reduce 1.29% | 91,687 | $63.32 |
| Q3 2018 | -6,100 | Reduce 6.16% | 92,887 | $70.05 |
| Q2 2018 | +5,187 | Add 5.53% | 98,987 | $61.00 |
| Q1 2018 | +93,800 | New Buy | 93,800 | $58.93 |
| Q1 2016 | -63,000 | Sold Out | 0 | $0.00 |
| Q4 2015 | -6,900 | Reduce 9.87% | 63,000 | $37.17 |
| Q3 2015 | -500 | Reduce 0.71% | 69,900 | $35.88 |
| Q2 2015 | +1,900 | Add 2.77% | 70,400 | $43.93 |
| Q1 2015 | -3,800 | Reduce 5.26% | 68,500 | $47.52 |
| Q4 2014 | -7,112 | Reduce 8.96% | 72,300 | $52.84 |
| Q3 2014 | +67,512 | Add 567.33% | 79,412 | $51.99 |
| Q2 2014 | +11,900 | New Buy | 11,900 | $60.92 |
Jeremy Grantham's Garmin Investment FAQs
Jeremy Grantham first purchased Garmin Ltd. (GRMN) in Q2 2014, acquiring 11,900 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Garmin Ltd. (GRMN) for 41 quarters since Q2 2014.
Jeremy Grantham's largest addition to Garmin Ltd. (GRMN) was in Q3 2022, adding 276,749 shares worth $22.23 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 7,752 shares of Garmin Ltd. (GRMN), valued at approximately $1.8 M.
As of the Q1 2026 filing, Garmin Ltd. (GRMN) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Garmin Ltd. (GRMN) was 277,261 shares, as reported at the end of Q4 2022.