Lodestone Wealth Management LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1950158 SPOKANE, WA

Position in CARR

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$28,606

+$5,857 QoQ

Shares Held

390

-3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,451

of 1,624 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Lodestone Wealth Management LLC holds $38,741 across 4 Building Products & Equipment names. CARR ranks #1 (73.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CARR	CARRIER GLOBAL Corp This page	390	$28,606
2	JCI	Johnson Controls International plc	61	$8,912
3	TT	Trane Technologies plc	2	$982
4	JELD	JELD-WEN Holding, Inc.	161	$241

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,606	390	-3.5%	Shares	Sole	2026-07-24
2026-03-31	$22,749	404	0.0%	Shares	Sole	2026-05-01
2025-12-31	$21,347	404	—	Shares	Sole	2026-01-15
No filing history on record for this holder in this stock.