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Burnham & Co LLC’s Carrier Global CARR Stock Holding History

Burnham & Co LLC’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
2026
Q2 		$36.7K Buy
+500
New +$32.7K 0.03% 131

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Burnham & Co LLC's CARR Position: Q2 2026 in Review

Burnham & Co LLC opened a new position in Carrier Global (CARR) in Q2 2026: 500 shares worth $36.7K. The stake represents 0.03% of the portfolio and ranks #131 among its holdings.

1,405 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Burnham & Co LLC held 500 shares of Carrier Global worth $36.7K as of Q2 2026.
  • Carrier Global was a new Burnham & Co LLC position in Q2 2026.
  • Carrier Global made up 0.03% of Burnham & Co LLC's portfolio in Q2 2026, its #131 holding.
  • 1,405 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Burnham & Co LLC's 13F filing for Q2 2026, filed 11 Aug 2026.