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Baldwin Investment Management’s Carrier Global CARR Stock Holding History

Baldwin Investment 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
2026
Q2 		$791K Sell
10,790
-150
-1% -$9.8K 0.08% 129
2026
Q1 		$616K Sell
10,940
-100
-0.9% -$5.92K 0.07% 145
2025
Q4 		$583K Sell
11,040
-200
-2% -$11.1K 0.07% 144
2025
Q3 		$671K Hold
11,240
– – 0.08% 136
2025
Q2 		$823K Hold
11,240
– – 0.1% 127
2025
Q1 		$713K Buy
11,240
+385
+4% +$25.6K 0.09% 128
2024
Q4 		$741K Sell
10,855
-4,920
-31% -$371K 0.1% 120
2024
Q3 		$1.27M Buy
15,775
+10
+0.1% +$696 0.16% 92
2024
Q2 		$994K Hold
15,765
– – 0.14% 107
2024
Q1 		$916K Sell
15,765
-62
-0.4% -$3.48K 0.12% 115
2023
Q4 		$909K Sell
15,827
-400
-2% -$21.2K 0.14% 103
2023
Q3 		$896K Hold
16,227
– – 0.15% 98
2023
Q2 		$807K Buy
16,227
+1,300
+9% +$57.2K 0.13% 106
2023
Q1 		$683K Hold
14,927
– – 0.12% 119
2022
Q4 		$616K Sell
14,927
-75
-0.5% -$3.04K 0.11% 123
2022
Q3 		$533K Buy
15,002
+650
+5% +$25.6K 0.11% 128
2022
Q2 		$512K Sell
14,352
-300
-2% -$11.8K 0.1% 139
2022
Q1 		$672K Sell
14,652
-415
-3% -$19.5K 0.1% 133
2021
Q4 		$817K Sell
15,067
-100
-0.7% -$5.4K 0.13% 121
2021
Q3 		$785K Buy
15,167
+100
+0.7% +$5.38K 0.14% 119
2021
Q2 		$732K Sell
15,067
-634
-4% -$28.3K 0.12% 120
2021
Q1 		$663K Buy
15,701
+50
+0.3% +$1.94K 0.12% 130
2020
Q4 		$590K Buy
15,651
+1,494
+11% +$54.1K 0.12% 132
2020
Q3 		$432K Buy
14,157
+300
+2% +$8.49K 0.1% 136
2020
Q2 		$308K Buy
+13,857
New +$257K 0.1% 123

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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

Baldwin Investment Management's CARR Position: Q2 2026 in Review

Baldwin Investment Management reduced its Carrier Global (CARR) stake by 1.4% in Q2 2026, selling an estimated $9.8K and leaving 10,790 shares worth $791K. The position accounts for 0.08% of the portfolio, ranked #129.

Baldwin Investment Management first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.27M in Q3 2024. 1,650 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Baldwin Investment Management held 10,790 shares of Carrier Global worth $791K as of Q2 2026.
  • Baldwin Investment Management sold 150 Carrier Global shares in Q2 2026, an estimated $9.8K.
  • Carrier Global made up 0.08% of Baldwin Investment Management's portfolio in Q2 2026, its #129 holding.
  • Baldwin Investment Management first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • Baldwin Investment Management's Carrier Global position peaked at $1.27M in Q3 2024.
  • 1,650 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.