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MTM Investment Management’s Carrier Global CARR Stock Holding History

MTM 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
Q2 		$40.7K Hold
555
– – 0.01% 371
2026
Q1 		$31.3K Sell
555
-389
-41% -$23K 0.01% 388
2025
Q4 		$49.9K Sell
944
-30
-3% -$1.67K 0.02% 334
2025
Q3 		$58.1K Hold
974
– – 0.02% 323
2025
Q2 		$71.3K Buy
+974
New +$66.1K 0.02% 301

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

MTM Investment Management's CARR Position: Q2 2026 in Review

MTM Investment Management held its Carrier Global (CARR) position steady in Q2 2026 at 555 shares worth $40.7K. The position accounts for 0.01% of the portfolio, ranked #371.

MTM Investment Management first reported a position in CARR in Q2 2025 and has held it in 5 quarters since. The position peaked at $71.3K in Q2 2025. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • MTM Investment Management held 555 shares of Carrier Global worth $40.7K as of Q2 2026.
  • MTM Investment Management left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up 0.01% of MTM Investment Management's portfolio in Q2 2026, its #371 holding.
  • MTM Investment Management first reported a position in Carrier Global in Q2 2025 and has held it in 5 quarters since.
  • MTM Investment Management's Carrier Global position peaked at $71.3K in Q2 2025.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.