Widmann Financial Services’s Ingersoll Rand IR Stock Holding History

Widmann Financial Services’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 Q1	$341K	Hold	4,253	–	–	0.2%	91
2025 Q4	$337K	Buy	4,253 +6	+0.1%	+$474	0.21%	86
2025 Q3	$351K	Hold	4,247	–	–	0.22%	82
2025 Q2	$353K	Hold	4,247	–	–	0.25%	76
2025 Q1	$340K	Sell	4,247 -88	-2%	-$7.67K	0.26%	75
2024 Q4	$392K	Hold	4,335	–	–	0.3%	66
2024 Q3	$426K	Hold	4,335	–	–	0.32%	64
2024 Q2	$394K	Hold	4,335	–	–	0.32%	61
2024 Q1	$412K	Hold	4,335	–	–	0.35%	55
2023 Q4	$335K	Hold	4,335	–	–	0.3%	62
2023 Q3	$276K	Sell	4,335 -57	-1%	-$3.79K	0.28%	69
2023 Q2	$287K	Hold	4,392	–	–	0.27%	68
2023 Q1	$256K	Hold	4,392	–	–	0.26%	68
2022 Q4	$229K	Buy	+4,392	New	+$224K	0.24%	72
2022 Q2	–	Sell	-4,205	Closed	-$211K	–	86
2022 Q1	$211K	Sell	4,205 -212	-5%	-$11.4K	0.19%	80
2021 Q4	$273K	Buy	+4,417	New	+$252K	0.23%	74

Other funds holding IR

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Widmann Financial Services's IR Position: Q1 2026 in Review

Widmann Financial Services held its Ingersoll Rand (IR) position steady in Q1 2026 at 4,253 shares worth $341K. The position accounts for 0.2% of the portfolio, ranked #91.

Widmann Financial Services first reported a position in IR in Q4 2021 and has held it in 16 quarters since. The position peaked at $426K in Q3 2024. 898 funds tracked by Wall St. Rank hold IR as of Q1 2026.

Widmann Financial Services held 4,253 shares of Ingersoll Rand worth $341K as of Q1 2026.
Widmann Financial Services left its Ingersoll Rand share count unchanged in Q1 2026.
Ingersoll Rand made up 0.2% of Widmann Financial Services's portfolio in Q1 2026, its #91 holding.
Widmann Financial Services first reported a position in Ingersoll Rand in Q4 2021 and has held it in 16 quarters since.
Widmann Financial Services's Ingersoll Rand position peaked at $426K in Q3 2024.
898 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.