Capital Fund Management (CFM)
CARR icon

Capital Fund Management (CFM)’s Carrier Global CARR Stock Holding History

Capital Fund Management (CFM)’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
-47,470
Closed -$2.81M – 2095
2025
Q4 		$2.51M Buy
+47,470
New +$2.64M 0.01% 1588
2022
Q3 		– Sell
-31,011
Closed -$1.22M – 1422
2022
Q2 		$1.11M Buy
+31,011
New +$1.22M 0.01% 1041

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 $3.38T AUM 44.17% 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

Capital Fund Management (CFM)'s CARR Position: Q1 2026 in Review

Capital Fund Management (CFM) sold out of Carrier Global (CARR) in Q1 2026, closing a stake of 47,470 shares — an estimated $2.81M sold.

Capital Fund Management (CFM) first reported a position in CARR in Q2 2022 and held it in 2 quarters. The position peaked at $2.51M in Q4 2025. 1,500 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Capital Fund Management (CFM) reported no remaining Carrier Global position as of Q1 2026 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 47,470 Carrier Global shares in Q1 2026, an estimated $2.81M.
  • Capital Fund Management (CFM) first reported a position in Carrier Global in Q2 2022 and held it in 2 quarters.
  • Capital Fund Management (CFM)'s Carrier Global position peaked at $2.51M in Q4 2025.
  • 1,500 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.