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BKM Wealth Management’s Carrier Global CARR Stock Holding History

BKM 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
Q2 		$251K Sell
3,418
-15
-0.4% -$980 0.09% 136
2026
Q1 		$193K Buy
+3,433
New +$203K 0.07% 145
2025
Q4 		– Sell
-3,433
Closed -$205K – 148
2025
Q3 		$205K Hold
3,433
– – 0.08% 151
2025
Q2 		$251K Hold
3,433
– – 0.1% 142
2025
Q1 		$218K Hold
3,433
– – 0.09% 146
2024
Q4 		$234K Hold
3,433
– – 0.1% 152
2024
Q3 		$276K Buy
+3,433
New +$239K 0.11% 140
2024
Q2 		– Sell
-3,433
Closed -$200K – 151
2024
Q1 		$200K Sell
3,433
-100
-3% -$5.62K 0.09% 156
2023
Q4 		$203K Buy
+3,533
New +$187K 0.09% 151

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

BKM Wealth Management's CARR Position: Q2 2026 in Review

BKM Wealth Management reduced its Carrier Global (CARR) stake by 0.44% in Q2 2026, selling an estimated $980 and leaving 3,418 shares worth $251K. The position accounts for 0.09% of the portfolio, ranked #136.

BKM Wealth Management first reported a position in CARR in Q4 2023 and has held it in 9 quarters since. The position peaked at $276K in Q3 2024. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • BKM Wealth Management held 3,418 shares of Carrier Global worth $251K as of Q2 2026.
  • BKM Wealth Management sold 15 Carrier Global shares in Q2 2026, an estimated $980.
  • Carrier Global made up 0.09% of BKM Wealth Management's portfolio in Q2 2026, its #136 holding.
  • BKM Wealth Management first reported a position in Carrier Global in Q4 2023 and has held it in 9 quarters since.
  • BKM Wealth Management's Carrier Global position peaked at $276K in Q3 2024.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.