Letson Investment Management’s Carrier Global CARR Stock Holding History

Letson Investment 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 Q1	$4.65M	Sell	82,650 -17,074	-17%	-$1.01M	1.79%	16
2025 Q4	$5.27M	Sell	99,724 -6,394	-6%	-$355K	1.93%	15
2025 Q3	$6.34M	Buy	106,118 +755	+0.7%	+$51.3K	2.27%	11
2025 Q2	$7.71M	Buy	105,363 +6	+0%	+$407	3.05%	8
2025 Q1	$6.68M	Buy	105,357 +355	+0.3%	+$23.6K	2.69%	10
2024 Q4	$7.17M	Buy	105,002 +274	+0.3%	+$20.7K	2.9%	9
2024 Q3	$8.43M	Buy	104,728 +925	+0.9%	+$64.4K	3.31%	7
2024 Q2	$6.55M	Buy	103,803 +1,249	+1%	+$76.7K	2.9%	10
2024 Q1	$5.96M	Buy	102,554 +2,825	+3%	+$159K	2.52%	11
2023 Q4	$5.73M	Buy	+99,729	New	+$5.28M	2.66%	11

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

Letson Investment Management's CARR Position: Q1 2026 in Review

Letson Investment Management reduced its Carrier Global (CARR) stake by 17% in Q1 2026, selling an estimated $1.01M and leaving 82,650 shares worth $4.65M. The position accounts for 1.79% of the portfolio, ranked #16.

Letson Investment Management first reported a position in CARR in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.43M in Q3 2024. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Letson Investment Management held 82,650 shares of Carrier Global worth $4.65M as of Q1 2026.
Letson Investment Management sold 17,074 Carrier Global shares in Q1 2026, an estimated $1.01M.
Carrier Global made up 1.79% of Letson Investment Management's portfolio in Q1 2026, its #16 holding.
Letson Investment Management first reported a position in Carrier Global in Q4 2023 and has held it in 10 quarters since.
Letson Investment Management's Carrier Global position peaked at $8.43M in Q3 2024.
1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Letson Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.