Meridian Wealth Management, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1697300 LEXINGTON, KY

Position in CARR

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$512,349

+$143,969 QoQ

Shares Held

6,985

+6.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#850

of 1,618 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 18% Shared 0% None 82%

Industrials · as of Jun 30, 2026

Meridian Wealth Management, LLC holds $4,761,112 across 5 Building Products & Equipment names. CARR ranks #4 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMS	Advanced Drainage Systems, Inc.	14,569	$2,286,750
2	TT	Trane Technologies plc	1,876	$921,416
3	JCI	Johnson Controls International plc	4,108	$600,219
4	CARR	CARRIER GLOBAL Corp This page	6,985	$512,349
5	CSL	Carlisle Companies Inc	1,214	$440,378

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$512,349	6,985	+6.8%	Shares	Sole	2026-08-05
2026-03-31	$368,380	6,542	+0.0%	Shares	Sole	2026-05-06
2025-12-31	$345,520	6,539	-16.2%	Shares	Sole	2026-02-04
2025-09-30	$465,958	7,805	+19.1%	Shares	Sole	2025-11-04
2025-06-30	$479,760	6,555	+4.5%	Shares	Sole	2025-08-08
2025-03-31	$397,518	6,270	+4.0%	Shares	Sole	2025-05-12
2024-12-31	$411,607	6,030	0.0%	Shares	Sole	2025-02-06
2024-09-30	$485,354	6,030	+2.3%	Shares	Sole	2024-11-12
2024-06-30	$371,730	5,893	-5.3%	Shares	Sole	2024-08-08
2023-12-31	$357,339	6,220	+1.6%	Shares	Sole	2024-02-08
2023-09-30	$337,824	6,120	-1.6%	Shares	Sole	2023-10-17
2023-06-30	$309,196	6,220	0.0%	Shares	Sole	2023-08-02
2023-03-31	$284,565	6,220	-2.4%	Shares	Sole	2023-05-15
2022-12-31	$262,762	6,370	-2.4%	Shares	Sole	2023-02-14
2022-09-30	$231,993	6,524	-4.6%	Shares	Sole	2022-11-14
2022-06-30	$243,950	6,841	+14.7%	Shares	Sole	2022-08-05
2022-03-31	$273,568	5,964	+0.0%	Shares	Sole	2022-05-12
2021-12-31	$323,433	5,963	+0.0%	Shares	Sole	2022-01-27
2021-09-30	$308,593	5,962	+0.0%	Shares	Sole	2021-10-15
2021-06-30	$289,704	5,961	-12.1%	Shares	Sole	2021-07-22
2021-03-31	$286,251	6,780	-13.7%	Shares	Sole	2021-05-07
2020-12-31	$296,328	7,856	—	Shares	Sole	2021-01-19
No filing history on record for this holder in this stock.