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Poehling Capital Management’s Carrier Global CARR Stock Holding History

Poehling Capital 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 		$2.15M Sell
38,270
-172
-0.4% -$10.2K 0.45% 60
2025
Q4 		$2.03M Buy
38,442
+52
+0.1% +$2.89K 0.42% 59
2025
Q3 		$2.29M Sell
38,390
-7
-0% -$476 0.48% 55
2025
Q2 		$2.81M Buy
38,397
+169
+0.4% +$11.5K 0.66% 42
2025
Q1 		$2.42M Sell
38,228
-307
-0.8% -$20.4K 0.61% 51
2024
Q4 		$2.63M Hold
38,535
– – 0.65% 46
2024
Q3 		$3.1M Sell
38,535
-168
-0.4% -$11.7K 0.79% 40
2024
Q2 		$2.44M Sell
38,703
-306
-0.8% -$18.8K 0.67% 46
2024
Q1 		$2.27M Hold
39,009
– – 0.61% 51
2023
Q4 		$2.24M Sell
39,009
-317
-0.8% -$16.8K 0.71% 48
2023
Q3 		$2.17M Sell
39,326
-17,488
-31% -$962K 0.76% 40
2023
Q2 		$2.82M Sell
56,814
-1,218
-2% -$53.6K 0.95% 34
2023
Q1 		$2.65M Sell
58,032
-291
-0.5% -$13K 0.89% 37
2022
Q4 		$2.41M Buy
58,323
+2,050
+4% +$83.2K 0.9% 36
2022
Q3 		$2M Buy
56,273
+22,881
+69% +$901K 0.84% 35
2022
Q2 		$1.19M Hold
33,392
– – 0.45% 54
2022
Q1 		$1.53M Hold
33,392
– – 0.47% 57
2021
Q4 		$1.81M Hold
33,392
– – 0.58% 56
2021
Q3 		$1.73M Sell
33,392
-2,579
-7% -$139K 0.58% 58
2021
Q2 		$1.75M Buy
35,971
+1,259
+4% +$56.3K 0.56% 61
2021
Q1 		$1.47M Sell
34,712
-864
-2% -$33.6K 0.51% 67
2020
Q4 		$1.34M Sell
35,576
-21,314
-37% -$772K 0.53% 67
2020
Q3 		$1.74M Sell
56,890
-49,137
-46% -$1.39M 0.89% 43
2020
Q2 		$2.36M Buy
+106,027
New +$1.97M 1.27% 27

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

Poehling Capital Management's CARR Position: Q1 2026 in Review

Poehling Capital Management reduced its Carrier Global (CARR) stake by 0.45% in Q1 2026, selling an estimated $10.2K and leaving 38,270 shares worth $2.15M. The position accounts for 0.45% of the portfolio, ranked #60.

Poehling Capital Management first reported a position in CARR in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.1M in Q3 2024. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Poehling Capital Management held 38,270 shares of Carrier Global worth $2.15M as of Q1 2026.
  • Poehling Capital Management sold 172 Carrier Global shares in Q1 2026, an estimated $10.2K.
  • Carrier Global made up 0.45% of Poehling Capital Management's portfolio in Q1 2026, its #60 holding.
  • Poehling Capital Management first reported a position in Carrier Global in Q2 2020 and has held it in 24 quarters since.
  • Poehling Capital Management's Carrier Global position peaked at $3.1M in Q3 2024.
  • 1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Poehling Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.