JM2 Capital
CARR icon

JM2 Capital’s Carrier Global CARR Stock Holding History

JM2 Capital’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
Q3 		$388K Buy
7,070
+91
+1% +$5.64K 0.26% 81
2026
Q2 		$512K Sell
6,979
-184
-3% -$12K 0.35% 67
2026
Q1 		$403K Hold
7,163
– – 0.33% 73
2025
Q4 		$378K Buy
+7,163
New +$398K 0.3% 80

Other funds holding CARR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

JM2 Capital's CARR Position: Q3 2026 in Review

JM2 Capital increased its Carrier Global (CARR) stake by 1.3% in Q3 2026, buying an estimated $5.64K and bringing the position to 7,070 shares worth $388K. The position accounts for 0.26% of the portfolio, ranked #81.

JM2 Capital first reported a position in CARR in Q4 2025 and has held it in 4 quarters since. The position peaked at $512K in Q2 2026. 997 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • JM2 Capital held 7,070 shares of Carrier Global worth $388K as of Q3 2026.
  • JM2 Capital bought 91 Carrier Global shares in Q3 2026, an estimated $5.64K.
  • Carrier Global made up 0.26% of JM2 Capital's portfolio in Q3 2026, its #81 holding.
  • JM2 Capital first reported a position in Carrier Global in Q4 2025 and has held it in 4 quarters since.
  • JM2 Capital's Carrier Global position peaked at $512K in Q2 2026.
  • 997 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on JM2 Capital's 13F filing for Q3 2026, filed 14 Oct 2026.