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Lockerman Financial Group’s Trane Technologies TT Stock Holding History

Lockerman Financial Group’s Portfolio TT Stock Details TT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,138
Closed -$498K – 132
2025
Q2 		$498K Sell
1,138
-2
-0.2% -$789 0.67% 40
2025
Q1 		$384K Hold
1,140
– – 0.58% 55
2024
Q4 		$421K Sell
1,140
-3
-0.3% -$1.19K 0.72% 43
2024
Q3 		$444K Buy
1,143
+100
+10% +$34.7K 0.75% 38
2024
Q2 		$343K Buy
1,043
+98
+10% +$31.2K 0.62% 53
2024
Q1 		$284K Sell
945
-37
-4% -$10K 0.54% 64
2023
Q4 		$240K Buy
+982
New +$215K 0.55% 69

Other funds holding TT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lockerman Financial Group's TT Position: Q3 2025 in Review

Lockerman Financial Group sold out of Trane Technologies (TT) in Q3 2025, closing a stake of 1,138 shares — an estimated $498K sold.

Lockerman Financial Group first reported a position in TT in Q4 2023 and held it in 7 quarters. The position peaked at $498K in Q2 2025. 1,629 funds tracked by Wall St. Rank hold TT as of Q3 2025.

  • Lockerman Financial Group reported no remaining Trane Technologies position as of Q3 2025 after selling out during the quarter.
  • Lockerman Financial Group sold 1,138 Trane Technologies shares in Q3 2025, an estimated $498K.
  • Lockerman Financial Group first reported a position in Trane Technologies in Q4 2023 and held it in 7 quarters.
  • Lockerman Financial Group's Trane Technologies position peaked at $498K in Q2 2025.
  • 1,629 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2025.

Based on Lockerman Financial Group's 13F filing for Q3 2025, filed 16 Oct 2025.