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BAM Wealth Management’s Carrier Global CARR Stock Holding History

BAM 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
2026
Q1 		– Sell
-13,972
Closed -$738K – 160
2025
Q4 		$738K Buy
13,972
+3,292
+31% +$183K 0.53% 54
2025
Q3 		$638K Buy
+10,680
New +$726K 0.49% 55

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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 $336B AUM 34.66% 1-Year Est. Return

BAM Wealth Management's CARR Position: Q1 2026 in Review

BAM Wealth Management sold out of Carrier Global (CARR) in Q1 2026, closing a stake of 13,972 shares — an estimated $738K sold.

BAM Wealth Management first reported a position in CARR in Q3 2025 and held it in 2 quarters. The position peaked at $738K in Q4 2025. 1,489 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • BAM Wealth Management reported no remaining Carrier Global position as of Q1 2026 after selling out during the quarter.
  • BAM Wealth Management sold 13,972 Carrier Global shares in Q1 2026, an estimated $738K.
  • BAM Wealth Management first reported a position in Carrier Global in Q3 2025 and held it in 2 quarters.
  • BAM Wealth Management's Carrier Global position peaked at $738K in Q4 2025.
  • 1,489 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on BAM Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.