Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Ingersoll Rand IR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IR Stock Details IR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$757K Sell
9,445
-125
-1% -$11K ﹤0.01% 1722
2025
Q4 		$758K Buy
9,570
+421
+5% +$33.2K ﹤0.01% 1660
2025
Q3 		$756K Sell
9,149
-669
-7% -$54.8K ﹤0.01% 1565
2025
Q2 		$817K Sell
9,818
-837
-8% -$66K ﹤0.01% 1354
2025
Q1 		$853K Buy
10,655
+161
+2% +$14K ﹤0.01% 1220
2024
Q4 		$949K Sell
10,494
-1,121
-10% -$112K ﹤0.01% 1112
2024
Q3 		$1.14M Buy
11,615
+27
+0.2% +$2.51K ﹤0.01% 950
2024
Q2 		$1.05M Buy
11,588
+459
+4% +$42.2K 0.01% 863
2024
Q1 		$1.06M Buy
11,129
+454
+4% +$38.8K 0.01% 827
2023
Q4 		$826K Buy
10,675
+487
+5% +$33.3K ﹤0.01% 882
2023
Q3 		$649K Buy
10,188
+498
+5% +$33.1K ﹤0.01% 896
2023
Q2 		$633K Buy
9,690
+413
+4% +$24.4K ﹤0.01% 867
2023
Q1 		$540K Buy
9,277
+202
+2% +$11.4K ﹤0.01% 871
2022
Q4 		$474K Buy
9,075
+440
+5% +$22.5K ﹤0.01% 828
2022
Q3 		$374K Buy
8,635
+1,541
+22% +$72.6K ﹤0.01% 838
2022
Q2 		$299K Buy
7,094
+1,345
+23% +$61.2K ﹤0.01% 894
2022
Q1 		$289K Buy
5,749
+390
+7% +$20.9K ﹤0.01% 892
2021
Q4 		$332K Buy
+5,359
New +$305K ﹤0.01% 836
2021
Q2 		$224K Hold
4,587
– – ﹤0.01% 866
2021
Q1 		$224K Hold
4,587
– – ﹤0.01% 866
2020
Q4 		$224K Hold
4,587
– – ﹤0.01% 866
2020
Q3 		$224K Hold
4,587
– – ﹤0.01% 866
2020
Q2 		$224K Hold
4,587
– – ﹤0.01% 866
2020
Q1 		$224K Hold
4,587
– – ﹤0.01% 866
2019
Q4 		$224K Hold
4,587
– – ﹤0.01% 866
2019
Q3 		$224K Hold
4,587
– – ﹤0.01% 866
2019
Q2 		$224K Hold
4,587
– – ﹤0.01% 866
2019
Q1 		$224K Buy
+4,587
New +$115K ﹤0.01% 866
2017
Q3 		– Sell
-894
Closed -$19K – 1513
2017
Q2 		$19K Buy
+894
New +$20K ﹤0.01% 638

Other funds holding IR

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Ingersoll Rand (IR) stake by 1.3% in Q1 2026, selling an estimated $11K and leaving 9,445 shares worth $757K. The position accounts for ﹤0.01% of the portfolio, ranked #1722.

Carson Wealth (CWM LLC) first reported a position in IR in Q2 2017 and has held it in 29 quarters since. The position peaked at $1.14M in Q3 2024. 901 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,445 shares of Ingersoll Rand worth $757K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 125 Ingersoll Rand shares in Q1 2026, an estimated $11K.
  • Ingersoll Rand made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1722 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ingersoll Rand in Q2 2017 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Ingersoll Rand position peaked at $1.14M in Q3 2024.
  • 901 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.