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Southern Michigan Bank & Trust’s Carrier Global CARR Stock Holding History

Southern Michigan Bank & Trust’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 		$127K Sell
1,736
-87
-5% -$5.69K 0.05% 126
2026
Q1 		$103K Buy
+1,823
New +$108K 0.04% 138

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

Southern Michigan Bank & Trust's CARR Position: Q2 2026 in Review

Southern Michigan Bank & Trust reduced its Carrier Global (CARR) stake by 4.8% in Q2 2026, selling an estimated $5.69K and leaving 1,736 shares worth $127K. The position accounts for 0.05% of the portfolio, ranked #126.

Southern Michigan Bank & Trust first reported a position in CARR in Q1 2026 and has held it in 2 quarters since. 1,561 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Southern Michigan Bank & Trust held 1,736 shares of Carrier Global worth $127K as of Q2 2026.
  • Southern Michigan Bank & Trust sold 87 Carrier Global shares in Q2 2026, an estimated $5.69K.
  • Carrier Global made up 0.05% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #126 holding.
  • Southern Michigan Bank & Trust first reported a position in Carrier Global in Q1 2026 and has held it in 2 quarters since.
  • 1,561 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.