Welch & Forbes LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 105495 Boston, MA

Position in CARR

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$10,210,466

+$2,259,551 QoQ

Shares Held

139,202

-1.4% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#245

of 1,629 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Industrials · as of Jun 30, 2026

Welch & Forbes LLC holds $64,300,617 across 4 Building Products & Equipment names. CARR ranks #2 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSL	Carlisle Companies Inc	142,765	$51,788,003
2	CARR	CARRIER GLOBAL Corp This page	139,202	$10,210,466
3	MAS	Masco Corp /De/	22,051	$1,794,289
4	TT	Trane Technologies plc	1,034	$507,859

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,210,466	139,202	-1.4%	Shares	Sole	2026-07-30
2026-03-31	$7,950,915	141,199	-0.5%	Shares	Sole	2026-05-01
2025-12-31	$7,495,142	141,846	-0.9%	Shares	Sole	2026-02-10
2025-09-30	$8,543,487	143,107	-0.5%	Shares	Sole	2025-11-04
2025-06-30	$10,527,503	143,838	-2.3%	Shares	Sole	2025-08-05
2025-03-31	$9,333,684	147,219	-0.3%	Shares	Sole	2025-05-02
2024-12-31	$10,083,094	147,716	-2.0%	Shares	Sole	2025-02-07
2024-09-30	$12,127,669	150,673	-2.1%	Shares	Sole	2024-11-04
2024-06-30	$9,711,355	153,953	-4.8%	Shares	Sole	2024-08-02
2024-03-31	$9,398,458	161,680	-11.7%	Shares	Sole	2024-05-03
2023-12-31	$10,518,750	183,094	-7.1%	Shares	Sole	2024-02-06
2023-09-30	$10,882,680	197,150	-7.0%	Shares	Sole	2023-11-03
2023-06-30	$10,535,487	211,939	-23.4%	Shares	Sole	2023-07-28
2023-03-31	$12,661,221	276,748	-0.5%	Shares	Sole	2023-04-14
2022-12-31	$11,478,142	278,258	-1.7%	Shares	Sole	2023-02-02
2022-09-30	$10,069,987	283,183	-0.9%	Shares	Sole	2022-10-31
2022-06-30	$10,189,595	285,743	-0.7%	Shares	Sole	2022-07-22
2022-03-31	$13,200,376	287,778	+1.7%	Shares	Sole	2022-04-25
2021-12-31	$15,343,953	282,890	-0.9%	Shares	Sole	2022-01-19
2021-09-30	$14,777,221	285,495	-2.6%	Shares	Sole	2021-10-13
2021-06-30	$14,238,487	292,973	-0.7%	Shares	Sole	2021-07-22
2021-03-31	$12,453,802	294,974	-0.6%	Shares	Sole	2021-04-14
2020-12-31	$11,197,596	296,861	-4.4%	Shares	Sole	2021-01-20
2020-09-30	$9,481,509	310,462	-18.0%	Shares	Sole	2020-10-23
2020-06-30	$8,414,314	378,682	—	Shares	Sole	2020-07-15
No filing history on record for this holder in this stock.