GM Advisory Group’s Carrier Global CARR Stock Holding History

GM Advisory Group’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	$275K	Buy	4,878 +29	+0.6%	+$1.72K	0.01%	312
2025 Q4	$256K	Buy	4,849 +80	+2%	+$4.45K	0.01%	297
2025 Q3	$285K	Buy	4,769 +4	+0.1%	+$272	0.01%	264
2025 Q2	$349K	Buy	+4,765	New	+$323K	0.02%	224

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

GM Advisory Group's CARR Position: Q1 2026 in Review

GM Advisory Group increased its Carrier Global (CARR) stake by 0.6% in Q1 2026, buying an estimated $1.72K and bringing the position to 4,878 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #312.

GM Advisory Group first reported a position in CARR in Q2 2025 and has held it in 4 quarters since. The position peaked at $349K in Q2 2025. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

GM Advisory Group held 4,878 shares of Carrier Global worth $275K as of Q1 2026.
GM Advisory Group bought 29 Carrier Global shares in Q1 2026, an estimated $1.72K.
Carrier Global made up 0.01% of GM Advisory Group's portfolio in Q1 2026, its #312 holding.
GM Advisory Group first reported a position in Carrier Global in Q2 2025 and has held it in 4 quarters since.
GM Advisory Group's Carrier Global position peaked at $349K in Q2 2025.
1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.