KLCM Advisors’s Carrier Global CARR Stock Holding History

KLCM Advisors’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	$334K	Buy	5,925 +35	+0.6%	+$2.07K	0.03%	198
2025 Q4	$311K	Buy	+5,890	New	+$327K	0.03%	188

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

KLCM Advisors's CARR Position: Q1 2026 in Review

KLCM Advisors increased its Carrier Global (CARR) stake by 0.59% in Q1 2026, buying an estimated $2.07K and bringing the position to 5,925 shares worth $334K. The position accounts for 0.03% of the portfolio, ranked #198.

KLCM Advisors first reported a position in CARR in Q4 2025 and has held it in 2 quarters since. 1,489 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

KLCM Advisors held 5,925 shares of Carrier Global worth $334K as of Q1 2026.
KLCM Advisors bought 35 Carrier Global shares in Q1 2026, an estimated $2.07K.
Carrier Global made up 0.03% of KLCM Advisors's portfolio in Q1 2026, its #198 holding.
KLCM Advisors first reported a position in Carrier Global in Q4 2025 and has held it in 2 quarters since.
1,489 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.