LCM
CARR icon

LCM Capital Management’s Carrier Global CARR Stock Holding History

LCM Capital Management’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 		$438K Sell
5,974
-120
-2% -$7.84K 0.19% 67
2026
Q1 		$343K Hold
6,094
– – 0.17% 72
2025
Q4 		$322K Hold
6,094
– – 0.16% 76
2025
Q3 		$364K Sell
6,094
-5
-0.1% -$340 0.17% 67
2025
Q2 		$446K Hold
6,099
– – 0.23% 59
2025
Q1 		$387K Sell
6,099
-49
-0.8% -$3.26K 0.23% 59
2024
Q4 		$420K Hold
6,148
– – 0.24% 58
2024
Q3 		$495K Hold
6,148
– – 0.28% 50
2024
Q2 		$388K Sell
6,148
-61
-1% -$3.75K 0.24% 57
2024
Q1 		$361K Sell
6,209
-7
-0.1% -$393 0.23% 59
2023
Q4 		$357K Sell
6,216
-29
-0.5% -$1.53K 0.26% 58
2023
Q3 		$345K Sell
6,245
-18
-0.3% -$991 0.28% 53
2023
Q2 		$311K Sell
6,263
-20
-0.3% -$880 0.25% 58
2023
Q1 		$287K Hold
6,283
– – 0.25% 60
2022
Q4 		$259K Sell
6,283
-16
-0.3% -$649 0.25% 57
2022
Q3 		$224K Sell
6,299
-107
-2% -$4.21K 0.24% 67
2022
Q2 		$228K Sell
6,406
-24
-0.4% -$942 0.22% 70
2022
Q1 		$295K Buy
6,430
+100
+2% +$4.71K 0.24% 65
2021
Q4 		$343K Sell
6,330
-43
-0.7% -$2.32K 0.27% 59
2021
Q3 		$330K Sell
6,373
-123
-2% -$6.62K 0.28% 61
2021
Q2 		$316K Sell
6,496
-100
-2% -$4.47K 0.26% 60
2021
Q1 		$278K Sell
6,596
-265
-4% -$10.3K 0.25% 65
2020
Q4 		$258K Buy
+6,861
New +$248K 0.25% 59

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

LCM Capital Management's CARR Position: Q2 2026 in Review

LCM Capital Management reduced its Carrier Global (CARR) stake by 2% in Q2 2026, selling an estimated $7.84K and leaving 5,974 shares worth $438K. The position accounts for 0.19% of the portfolio, ranked #67.

LCM Capital Management first reported a position in CARR in Q4 2020 and has held it in 23 quarters since. The position peaked at $495K in Q3 2024. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • LCM Capital Management held 5,974 shares of Carrier Global worth $438K as of Q2 2026.
  • LCM Capital Management sold 120 Carrier Global shares in Q2 2026, an estimated $7.84K.
  • Carrier Global made up 0.19% of LCM Capital Management's portfolio in Q2 2026, its #67 holding.
  • LCM Capital Management first reported a position in Carrier Global in Q4 2020 and has held it in 23 quarters since.
  • LCM Capital Management's Carrier Global position peaked at $495K in Q3 2024.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on LCM Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.