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Armstrong Advisory Group’s Carrier Global CARR Stock Holding History

Armstrong Advisory Group’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 		$47.9K Hold
652
– – ﹤0.01% 436
2026
Q1 		$36.7K Buy
652
+1
+0.2% +$59 ﹤0.01% 461
2025
Q4 		$34.4K Buy
651
+1
+0.2% +$56 ﹤0.01% 461
2025
Q3 		$38.8K Sell
650
-153
-19% -$10.4K ﹤0.01% 442
2025
Q2 		$58.8K Hold
803
– – ﹤0.01% 366
2025
Q1 		$54.8K Hold
803
– – ﹤0.01% 362
2024
Q4 		$54.8K Hold
803
– – ﹤0.01% 362
2024
Q3 		$64.6K Hold
803
– – 0.01% 332
2024
Q2 		$50.7K Sell
803
-93
-10% -$5.71K ﹤0.01% 354
2024
Q1 		$51.5K Hold
896
– – 0.01% 339
2023
Q4 		$51.5K Hold
896
– – 0.01% 339
2023
Q3 		$49.5K Hold
896
– – 0.01% 337
2023
Q2 		$44.5K Hold
896
– – ﹤0.01% 357
2023
Q1 		$41K Hold
896
– – ﹤0.01% 353
2022
Q4 		$37K Buy
+896
New +$36.4K ﹤0.01% 377

Other funds holding CARR

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Armstrong Advisory Group's CARR Position: Q2 2026 in Review

Armstrong Advisory Group held its Carrier Global (CARR) position steady in Q2 2026 at 652 shares worth $47.9K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Armstrong Advisory Group first reported a position in CARR in Q4 2022 and has held it in 15 quarters since. The position peaked at $64.6K in Q3 2024. 336 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Armstrong Advisory Group held 652 shares of Carrier Global worth $47.9K as of Q2 2026.
  • Armstrong Advisory Group left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #436 holding.
  • Armstrong Advisory Group first reported a position in Carrier Global in Q4 2022 and has held it in 15 quarters since.
  • Armstrong Advisory Group's Carrier Global position peaked at $64.6K in Q3 2024.
  • 336 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.