Position in CARR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$250,710
+$57,398 QoQ
Shares Held
3,418
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,157
of 1,618 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026BKM Wealth Management, LLC holds $763,556 across 2 Building Products & Equipment names. CARR ranks #2 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
3,510 | $512,846 | |
| 2 | CARR |
CARRIER GLOBAL Corp
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|
3,418 | $250,710 |
All Filings in CARR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,710 | 3,418 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $193,312 | 3,433 | Shares | Sole | 2026-04-22 | |
| 2025-09-30 | $204,950 | 3,433 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $251,261 | 3,433 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $217,652 | 3,433 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $234,336 | 3,433 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $276,322 | 3,433 | Shares | Sole | 2024-10-23 | |
| 2024-03-31 | $199,560 | 3,433 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $202,970 | 3,533 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||