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AMJ Financial Wealth Management’s Carrier Global CARR Stock Holding History

AMJ Financial Wealth Management’s Portfolio CARR Stock Details CARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,223
Closed -$493K – 87
2024
Q4 		$493K Sell
7,223
-1,793
-20% -$135K 0.14% 70
2024
Q3 		$726K Buy
9,016
+3,889
+76% +$271K 0.21% 60
2024
Q2 		$323K Buy
+5,127
New +$315K 0.1% 69

Other funds holding CARR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AMJ Financial Wealth Management's CARR Position: Q1 2025 in Review

AMJ Financial Wealth Management sold out of Carrier Global (CARR) in Q1 2025, closing a stake of 7,223 shares — an estimated $493K sold.

AMJ Financial Wealth Management first reported a position in CARR in Q2 2024 and held it in 3 quarters. The position peaked at $726K in Q3 2024. 1,522 funds tracked by Wall St. Rank hold CARR as of Q1 2025.

  • AMJ Financial Wealth Management reported no remaining Carrier Global position as of Q1 2025 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 7,223 Carrier Global shares in Q1 2025, an estimated $493K.
  • AMJ Financial Wealth Management first reported a position in Carrier Global in Q2 2024 and held it in 3 quarters.
  • AMJ Financial Wealth Management's Carrier Global position peaked at $726K in Q3 2024.
  • 1,522 funds tracked by Wall St. Rank held Carrier Global as of Q1 2025.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.