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Lodestone Wealth Management’s Ingersoll Rand IR Stock Holding History

Lodestone Wealth Management’s Portfolio IR Stock Details IR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.05K Hold
25
– – ﹤0.01% 681
2026
Q1 		$2K Hold
25
– – ﹤0.01% 668
2025
Q4 		$1.98K Buy
+25
New +$1.97K ﹤0.01% 679

Other funds holding IR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lodestone Wealth Management's IR Position: Q2 2026 in Review

Lodestone Wealth Management held its Ingersoll Rand (IR) position steady in Q2 2026 at 25 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Lodestone Wealth Management first reported a position in IR in Q4 2025 and has held it in 3 quarters since. 892 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Lodestone Wealth Management held 25 shares of Ingersoll Rand worth $2.05K as of Q2 2026.
  • Lodestone Wealth Management left its Ingersoll Rand share count unchanged in Q2 2026.
  • Ingersoll Rand made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #681 holding.
  • Lodestone Wealth Management first reported a position in Ingersoll Rand in Q4 2025 and has held it in 3 quarters since.
  • 892 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.