NWAM LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1655006 MERCER ISLAND, WA

Position in CARR

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$3,577,206

+$2,495,491 QoQ

Shares Held

48,769

+153.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#391

of 1,618 holders

Holding Since

Dec 2022

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

NWAM LLC holds $5,217,343 across 3 Building Products & Equipment names. CARR ranks #1 (68.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CARR	CARRIER GLOBAL Corp This page	48,769	$3,577,206
2	JCI	Johnson Controls International plc	9,000	$1,314,990
3	TT	Trane Technologies plc	662	$325,147

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,577,206	48,769	+153.9%	Shares	Sole	2026-07-23
2026-03-31	$1,081,715	19,210	+384.5%	Shares	Sole	2026-05-04
2025-09-30	$236,710	3,965	-8.1%	Shares	Sole	2026-02-04
2025-06-30	$315,668	4,313	+9.6%	Shares	Sole	2026-02-04
2025-03-31	$249,415	3,934	+13.8%	Shares	Sole	2025-05-05
2024-12-31	$236,043	3,458	+1.5%	Shares	Sole	2025-02-05
2024-09-30	$274,229	3,407	-83.7%	Shares	Sole	2024-11-12
2023-12-31	$1,197,602	20,846	-74.1%	Shares	Sole	2024-02-14
2023-09-30	$4,441,557	80,463	-16.8%	Shares	Sole	2023-11-01
2023-06-30	$4,808,845	96,738	+144.2%	Shares	Sole	2023-08-10
2023-03-31	$1,812,249	39,612	+81.5%	Shares	Sole	2023-05-12
2022-12-31	$900,405	21,828	—	Shares	Sole	2023-02-08
No filing history on record for this holder in this stock.