Keystone Wealth Services, LLC

Position in IR — Ingersoll Rand Inc.

CIK 1866189 PALM DESERT, CA

Position in IR

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

Position Value

$661,167

+$16,842 QoQ

Shares Held

8,064

+0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#420

of 885 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Keystone Wealth Services, LLC holds $2,867,575 across 4 Specialty Industrial Machinery names. IR ranks #2 (23.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PH	Parker-Hannifin Corp	1,268	$1,240,256
2	IR	Ingersoll Rand Inc. This page	8,064	$661,167
3	CMI	Cummins Inc	872	$621,919
4	GEV	GE Vernova Inc.	293	$344,233

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$661,167	8,064	+0.3%	Shares	Sole	2026-08-05
2026-03-31	$644,325	8,042	0.0%	Shares	Sole	2026-05-13
2025-12-31	$637,087	8,042	-7.5%	Shares	Sole	2026-01-26
2025-09-30	$718,380	8,695	-3.5%	Shares	Sole	2025-10-22
2025-06-30	$749,534	9,011	0.0%	Shares	Sole	2025-07-09
2025-03-31	$721,150	9,011	0.0%	Shares	Sole	2025-04-17
2024-12-31	$815,135	9,011	0.0%	Shares	Sole	2025-02-06
2024-09-30	$884,519	9,011	-0.4%	Shares	Sole	2024-10-15
2024-06-30	$821,647	9,045	-1.3%	Shares	Sole	2024-07-12
2024-03-31	$870,121	9,164	0.0%	Shares	Sole	2024-04-12
2023-12-31	$708,743	9,164	0.0%	Shares	Sole	2024-01-17
2023-09-30	$583,930	9,164	0.0%	Shares	Sole	2023-10-05
2023-06-30	$598,959	9,164	-1.5%	Shares	Sole	2023-07-20
2023-03-31	$541,481	9,307	-1.5%	Shares	Sole	2023-04-07
2022-12-31	$493,449	9,444	-0.6%	Shares	Sole	2023-02-10
2022-09-30	$411,099	9,503	-1.4%	Shares	Sole	2022-11-01
2022-06-30	$405,567	9,638	0.0%	Shares	Sole	2022-07-13
2022-03-31	$485,273	9,638	0.0%	Shares	Sole	2022-04-21
2021-12-31	$596,303	9,638	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.