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Beese Fulmer Investment Management’s Carrier Global CARR Stock Holding History

Beese Fulmer 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 		$1.63M Buy
22,219
+121
+0.5% +$7.91K 0.09% 126
2026
Q1 		$1.24M Buy
22,098
+14
+0.1% +$829 0.08% 134
2025
Q4 		$1.17M Buy
22,084
+2,190
+11% +$122K 0.08% 135
2025
Q3 		$1.19M Buy
19,894
+60
+0.3% +$4.08K 0.08% 132
2025
Q2 		$1.45M Buy
19,834
+1,285
+7% +$87.2K 0.11% 120
2025
Q1 		$1.18M Sell
18,549
-338
-2% -$22.5K 0.1% 115
2024
Q4 		$1.29M Sell
18,887
-357
-2% -$26.9K 0.11% 107
2024
Q3 		$1.55M Sell
19,244
-151
-0.8% -$10.5K 0.13% 99
2024
Q2 		$1.22M Sell
19,395
-41
-0.2% -$2.52K 0.11% 109
2024
Q1 		$1.13M Sell
19,436
-38
-0.2% -$2.13K 0.11% 116
2023
Q4 		$1.12M Buy
19,474
+181
+0.9% +$9.58K 0.12% 115
2023
Q3 		$1.06M Sell
19,293
-73
-0.4% -$4.02K 0.12% 113
2023
Q2 		$963K Buy
19,366
+6,204
+47% +$273K 0.1% 118
2023
Q1 		$602K Buy
13,162
+601
+5% +$26.9K 0.07% 142
2022
Q4 		$518K Buy
12,561
+80
+0.6% +$3.25K 0.06% 150
2022
Q3 		$444K Buy
12,481
+296
+2% +$11.7K 0.06% 150
2022
Q2 		$435K Buy
12,185
+100
+0.8% +$3.93K 0.06% 156
2022
Q1 		$554K Hold
12,085
– – 0.06% 150
2021
Q4 		$655K Buy
12,085
+754
+7% +$40.7K 0.07% 144
2021
Q3 		$586K Buy
11,331
+274
+2% +$14.7K 0.07% 148
2021
Q2 		$537K Sell
11,057
-278
-2% -$12.4K 0.06% 151
2021
Q1 		$479K Sell
11,335
-500
-4% -$19.4K 0.06% 147
2020
Q4 		$446K Sell
11,835
-28
-0.2% -$1.01K 0.06% 143
2020
Q3 		$362K Buy
11,863
+165
+1% +$4.67K 0.05% 144
2020
Q2 		$260K Buy
+11,698
New +$217K 0.04% 162

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

Beese Fulmer Investment Management's CARR Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its Carrier Global (CARR) stake by 0.55% in Q2 2026, buying an estimated $7.91K and bringing the position to 22,219 shares worth $1.63M. The position accounts for 0.09% of the portfolio, ranked #126.

Beese Fulmer Investment Management first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Beese Fulmer Investment Management held 22,219 shares of Carrier Global worth $1.63M as of Q2 2026.
  • Beese Fulmer Investment Management bought 121 Carrier Global shares in Q2 2026, an estimated $7.91K.
  • Carrier Global made up 0.09% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #126 holding.
  • Beese Fulmer Investment Management first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.