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 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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

BKM Wealth Management opened a new position in Carrier Global (CARR) in Q1 2026: 3,433 shares worth $193K. The stake represents 0.07% of the portfolio and ranks #145 among its holdings. This is a return to the name: BKM Wealth Management previously reported a position in CARR as recently as Q3 2025.

BKM Wealth Management first reported a position in CARR in Q4 2023 and has held it in 8 quarters since. The position peaked at $276K in Q3 2024. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

BKM Wealth Management held 3,433 shares of Carrier Global worth $193K as of Q1 2026.
Carrier Global was a new BKM Wealth Management position in Q1 2026.
Carrier Global made up 0.07% of BKM Wealth Management's portfolio in Q1 2026, its #145 holding.
BKM Wealth Management first reported a position in Carrier Global in Q4 2023 and has held it in 8 quarters since.
BKM Wealth Management's Carrier Global position peaked at $276K in Q3 2024.
1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.