Cornerstone Wealth Management, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1674117 ST. PETERS, MO

Position in CARR

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

Position Value

$277,409

+$58,589 QoQ

Shares Held

3,782

-2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,112

of 1,621 holders

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 10% Shared 0% None 90%

Industrials · as of Jun 30, 2026

Cornerstone Wealth Management, LLC holds $674,974 across 2 Building Products & Equipment names. CARR ranks #2 (41.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	JCI	Johnson Controls International plc	2,721	$397,565
2	CARR	CARRIER GLOBAL Corp This page	3,782	$277,409

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$277,409	3,782	-2.7%	Shares	Sole	2026-07-22
2026-03-31	$218,820	3,886	-23.4%	Shares	Sole	2026-04-24
2025-09-30	$303,037	5,076	-13.3%	Shares	Sole	2025-11-04
2025-06-30	$428,600	5,856	+0.1%	Shares	Sole	2025-08-12
2025-03-31	$371,016	5,852	+1.7%	Shares	Sole	2025-04-18
2024-12-31	$392,631	5,752	-4.2%	Shares	Sole	2025-01-21
2024-09-30	$483,100	6,002	-5.5%	Shares	Sole	2024-10-16
2024-06-30	$400,494	6,349	+2.5%	Shares	Sole	2024-07-16
2024-03-31	$360,231	6,197	-9.9%	Shares	Sole	2024-04-19
2023-12-31	$394,968	6,875	-7.5%	Shares	Sole	2024-01-10
2023-09-30	$410,301	7,433	+7.3%	Shares	Sole	2023-11-07
2023-06-30	$344,291	6,926	-17.9%	Shares	Sole	2023-07-14
2023-03-31	$386,038	8,438	+0.9%	Shares	Sole	2023-05-15
2022-09-30	$297,281	8,360	+12.4%	Shares	Sole	2022-10-14
2022-06-30	$265,310	7,440	+3.9%	Shares	Sole	2022-08-04
2022-03-31	$328,429	7,160	-6.2%	Shares	Sole	2022-04-21
2021-12-31	$414,230	7,637	-4.2%	Shares	Sole	2022-02-14
2021-09-30	$412,734	7,974	-2.3%	Shares	Sole	2021-11-12
2021-06-30	$396,576	8,160	+6.5%	Shares	Sole	2021-08-09
2021-03-31	$323,362	7,659	—	Shares	Sole	2021-04-30
No filing history on record for this holder in this stock.