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FSM Wealth Advisors’s Ingersoll Rand IR Stock Holding History

FSM Wealth Advisors’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
2025
Q2 		– Sell
-2,565
Closed -$205K – 293
2025
Q1 		$205K Buy
2,565
+123
+5% +$10.7K 0.05% 205
2024
Q4 		$222K Buy
2,442
+134
+6% +$13.3K 0.05% 173
2024
Q3 		$227K Buy
+2,308
New +$215K 0.06% 164

Other funds holding IR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FSM Wealth Advisors's IR Position: Q2 2025 in Review

FSM Wealth Advisors sold out of Ingersoll Rand (IR) in Q2 2025, closing a stake of 2,565 shares — an estimated $205K sold.

FSM Wealth Advisors first reported a position in IR in Q3 2024 and held it in 3 quarters. The position peaked at $227K in Q3 2024. 868 funds tracked by Wall St. Rank hold IR as of Q2 2025.

  • FSM Wealth Advisors reported no remaining Ingersoll Rand position as of Q2 2025 after selling out during the quarter.
  • FSM Wealth Advisors sold 2,565 Ingersoll Rand shares in Q2 2025, an estimated $205K.
  • FSM Wealth Advisors first reported a position in Ingersoll Rand in Q3 2024 and held it in 3 quarters.
  • FSM Wealth Advisors's Ingersoll Rand position peaked at $227K in Q3 2024.
  • 868 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2025.

Based on FSM Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.