LMCG INVESTMENTS, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1470944 BOSTON, MA

Position in CARR

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$389,928

+$90,303 QoQ

Shares Held

5,316

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#965

of 1,618 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Industrials · as of Jun 30, 2026

LMCG INVESTMENTS, LLC holds $389,928 across 1 Building Products & Equipment name. CARR ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CARR	CARRIER GLOBAL Corp This page	5,316	$389,928

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$389,928	5,316	-0.1%	Shares	Sole	2026-07-22
2026-03-31	$299,625	5,321	-0.1%	Shares	Sole	2026-04-29
2025-12-31	$281,425	5,326	-0.1%	Shares	Sole	2026-02-03
2025-09-30	$318,260	5,331	-0.0%	Shares	Sole	2025-10-29
2025-06-30	$390,322	5,333	-0.1%	Shares	Sole	2025-07-24
2025-03-31	$338,619	5,341	-0.1%	Shares	Sole	2025-04-10
2024-12-31	$364,986	5,347	-0.2%	Shares	Sole	2025-01-16
2024-09-30	$431,345	5,359	-0.1%	Shares	Sole	2024-10-29
2024-06-30	$338,298	5,363	-0.1%	Shares	Sole	2024-08-09
2024-03-31	$312,158	5,370	-7.0%	Shares	Sole	2024-05-06
2023-12-31	$331,658	5,773	-0.1%	Shares	Sole	2024-02-08
2023-09-30	$318,890	5,777	-0.1%	Shares	Sole	2023-11-03
2023-06-30	$287,423	5,782	-0.1%	Shares	Sole	2023-08-03
2023-03-31	$264,892	5,790	-9.2%	Shares	Sole	2023-05-05
2022-12-31	$262,927	6,374	-0.1%	Shares	Sole	2023-02-07
2022-09-30	$226,801	6,378	-0.0%	Shares	Sole	2022-11-08
2022-06-30	$227,510	6,380	-0.2%	Shares	Sole	2022-08-08
2022-03-31	$293,155	6,391	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.