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Wilson & Boucher Capital Management’s Carrier Global CARR Stock Holding History

Wilson & Boucher 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 		$303K Hold
5,388
– – 0.2% 90
2025
Q4 		$285K Sell
5,388
-310
-5% -$17.2K 0.19% 94
2025
Q3 		$340K Sell
5,698
-750
-12% -$51K 0.22% 90
2025
Q2 		$472K Hold
6,448
– – 0.33% 76
2025
Q1 		$409K Buy
6,448
+1
+0% +$66 0.3% 81
2024
Q4 		$440K Buy
6,447
+150
+2% +$11.3K 0.31% 78
2024
Q3 		$507K Buy
6,297
+1,015
+19% +$70.7K 0.35% 76
2024
Q2 		$333K Buy
+5,282
New +$324K 0.26% 86

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 $336B AUM 34.66% 1-Year Est. Return

Wilson & Boucher Capital Management's CARR Position: Q1 2026 in Review

Wilson & Boucher Capital Management held its Carrier Global (CARR) position steady in Q1 2026 at 5,388 shares worth $303K. The position accounts for 0.2% of the portfolio, ranked #90.

Wilson & Boucher Capital Management first reported a position in CARR in Q2 2024 and has held it in 8 quarters since. The position peaked at $507K in Q3 2024. 1,489 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Wilson & Boucher Capital Management held 5,388 shares of Carrier Global worth $303K as of Q1 2026.
  • Wilson & Boucher Capital Management left its Carrier Global share count unchanged in Q1 2026.
  • Carrier Global made up 0.2% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #90 holding.
  • Wilson & Boucher Capital Management first reported a position in Carrier Global in Q2 2024 and has held it in 8 quarters since.
  • Wilson & Boucher Capital Management's Carrier Global position peaked at $507K in Q3 2024.
  • 1,489 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.