FSM Wealth Advisors »

Carrier Global Corporation shares owned by FSM Wealth Advisors

Quarter-by-quarter ownership of Carrier Global Corporation (CARR) shares owned by FSM Wealth Advisors from 13F filings

Historical chart of FSM Wealth Advisors investment in Carrier Global Corporation

Tip: Access up to 7 years of quarterly data

All positions including Carrier Global Corporation held by FSM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Carrier Global Corporation by FSM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $513k 6.4k 80.50
2024-06-30 $393k 6.2k 63.08
2024-03-31 $366k 6.3k 58.13
2023-12-31 $354k 6.2k 57.45
2023-09-30 $201k 3.6k 55.20

More positions owned by FSM Wealth Advisors

J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for FSM Wealth Advisors

Top funds holding Carrier Global Corporation

Capital Research Global Investors
Vanguard Group
Capital Research and Management Company - Division 3
BlackRock
BlackRock
Capital World Investors
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Dodge & Cox
Fisher Investments
Nuveen Asset Management
Morgan Stanley
Northern Trust
Fiera Capital Corporation

View all funds holding Carrier Global Corporation