LPL Financial
CARR icon

LPL Financial’s Carrier Global CARR Stock Holding History

LPL Financial’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 		– Sell
-5,000
Closed -$264K – 6004
2025
Q4 		$264K Buy
+5,000
New +$278K ﹤0.01% 5248

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

LPL Financial's CARR Position: Q1 2026 in Review

LPL Financial increased its Carrier Global (CARR) stake by 7.9% in Q1 2026, buying an estimated $4.07M and bringing the position to 937,397 shares worth $52.8M. The position accounts for 0.01% of the portfolio, ranked #891.

LPL Financial first reported a position in CARR in Q2 2020 and has held it in 24 quarters since. The position peaked at $52.8M in Q2 2025. 1,488 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • LPL Financial held 937,397 shares of Carrier Global worth $52.8M as of Q1 2026.
  • LPL Financial bought 68,751 Carrier Global shares in Q1 2026, an estimated $4.07M.
  • Carrier Global made up 0.01% of LPL Financial's portfolio in Q1 2026, its #891 holding.
  • LPL Financial first reported a position in Carrier Global in Q2 2020 and has held it in 24 quarters since.
  • LPL Financial's Carrier Global position peaked at $52.8M in Q2 2025.
  • 1,488 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.