LJHT
CARR icon

Laurie J. Hall Trustee’s Carrier Global CARR Stock Holding History

Laurie J. Hall Trustee’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
Q2 		$7.73M Buy
105,355
+145
+0.1% +$9.48K 2.4% 13
2026
Q1 		$5.92M Buy
105,210
+3,345
+3% +$198K 2.09% 18
2025
Q4 		$5.38M Buy
101,865
+6,741
+7% +$375K 1.79% 19
2025
Q3 		$5.68M Sell
95,124
-831
-0.9% -$56.5K 1.86% 17
2025
Q2 		$7.02M Buy
95,955
+475
+0.5% +$32.2K 2.32% 12
2025
Q1 		$6.05M Sell
95,480
-1,875
-2% -$125K 2.16% 12
2024
Q4 		$6.64M Sell
97,355
-3,935
-4% -$297K 2.18% 11
2024
Q3 		$8.15M Buy
101,290
+1,550
+2% +$108K 2.58% 7
2024
Q2 		$6.29M Buy
99,740
+275
+0.3% +$16.9K 2.19% 11
2024
Q1 		$5.78M Sell
99,465
-980
-1% -$55.1K 2.04% 11
2023
Q4 		$5.77M Sell
100,445
-285
-0.3% -$15.1K 2.21% 11
2023
Q3 		$5.56M Buy
100,730
+25
+0% +$1.38K 2.37% 9
2023
Q2 		$5.01M Buy
100,705
+1,485
+1% +$65.3K 1.99% 14
2023
Q1 		$4.54M Buy
99,220
+5,425
+6% +$243K 1.94% 16
2022
Q4 		$3.87M Buy
93,795
+6,840
+8% +$278K 1.74% 19
2022
Q3 		$3.09M Buy
86,955
+12,610
+17% +$497K 1.52% 21
2022
Q2 		$2.65M Buy
74,345
+9,535
+15% +$374K 1.24% 29
2022
Q1 		$2.97M Buy
64,810
+4,555
+8% +$215K 1.14% 26
2021
Q4 		$3.27M Buy
60,255
+410
+0.7% +$22.1K 1.16% 27
2021
Q3 		$3.1M Buy
59,845
+600
+1% +$32.3K 1.2% 27
2021
Q2 		$2.88M Buy
59,245
+2,290
+4% +$102K 1.09% 29
2021
Q1 		$2.4M Buy
56,955
+2,400
+4% +$93.3K 0.92% 37
2020
Q4 		$2.06M Buy
54,555
+8,770
+19% +$317K 0.83% 43
2020
Q3 		$1.4M Buy
+45,785
New +$1.3M 0.62% 47

Other funds holding CARR

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
CRB
Chad R. Baker $620M AUM 42.67% 1-Year Est. Return

Laurie J. Hall Trustee's CARR Position: Q2 2026 in Review

Laurie J. Hall Trustee increased its Carrier Global (CARR) stake by 0.14% in Q2 2026, buying an estimated $9.48K and bringing the position to 105,355 shares worth $7.73M. The position accounts for 2.4% of the portfolio, ranked #13.

Laurie J. Hall Trustee first reported a position in CARR in Q3 2020 and has held it in 24 quarters since. The position peaked at $8.15M in Q3 2024. 258 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Laurie J. Hall Trustee held 105,355 shares of Carrier Global worth $7.73M as of Q2 2026.
  • Laurie J. Hall Trustee bought 145 Carrier Global shares in Q2 2026, an estimated $9.48K.
  • Carrier Global made up 2.4% of Laurie J. Hall Trustee's portfolio in Q2 2026, its #13 holding.
  • Laurie J. Hall Trustee first reported a position in Carrier Global in Q3 2020 and has held it in 24 quarters since.
  • Laurie J. Hall Trustee's Carrier Global position peaked at $8.15M in Q3 2024.
  • 258 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Laurie J. Hall Trustee's 13F filing for Q2 2026, filed 9 Jul 2026.