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Landmark Wealth Management (New York)’s Carrier Global CARR Stock Holding History

Landmark Wealth Management (New York)’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 		$676K Buy
+12,010
New +$711K 0.18% 92
2022
Q2 		– Sell
-429
Closed -$429 – 63
2022
Q1 		$429 Buy
+429
New +$20.2K ﹤0.01% 132

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Landmark Wealth Management (New York)'s CARR Position: Q1 2026 in Review

Landmark Wealth Management (New York) opened a new position in Carrier Global (CARR) in Q1 2026: 12,010 shares worth $676K. The stake represents 0.18% of the portfolio and ranks #92 among its holdings. This is a return to the name: Landmark Wealth Management (New York) previously reported a position in CARR as recently as Q1 2022.

Landmark Wealth Management (New York) first reported a position in CARR in Q1 2022 and has held it in 2 quarters since. 1,489 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Landmark Wealth Management (New York) held 12,010 shares of Carrier Global worth $676K as of Q1 2026.
  • Carrier Global was a new Landmark Wealth Management (New York) position in Q1 2026.
  • Carrier Global made up 0.18% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #92 holding.
  • Landmark Wealth Management (New York) first reported a position in Carrier Global in Q1 2022 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 Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.