IR — INGERSOLL-RAND PLC SHS

Ownership history in Douglas Lane & Associates, LLC  ·  24 quarters on record

AI Ownership Summary

Douglas Lane & Associates, LLC reported INGERSOLL-RAND PLC SHS (IR) in 24 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.37% in 2024 Q1. The latest visible filing shows IR at 0.92% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Douglas Lane & Associates, LLC's position in INGERSOLL-RAND PLC SHS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IR was reported at 0.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.37% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IR stock page Douglas Lane & Associates, LLC fund profile Douglas Lane & Associates, LLC full holdings
How Douglas Lane & Associates, LLC held IR — position size vs. price
% of Fund (quarterly)    IR price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 848,489 -1,034 -0.1% 0.92% $67.2M 2026-02-14 (Est.) $98.50
2025 Q3 ADDED 849,523 +16,598 +2.0% 0.98% $70.2M 2025-10-10 $76.06
2025 Q2 REDUCED 832,925 -64,392 -7.2% 1.00% $69.3M 2025-07-07 $86.78
2025 Q1 ADDED 897,317 +15,191 +1.7% 1.06% $71.8M 2025-04-09 $73.25
2024 Q4 REDUCED 882,126 -30,277 -3.3% 1.13% $79.8M 2025-01-08 $89.12
2024 Q3 REDUCED 912,403 -59,911 -6.2% 1.23% $89.6M 2024-10-10 $98.42
2024 Q2 REDUCED 972,314 -47,008 -4.6% 1.25% $88.3M 2024-07-08 $91.96
2024 Q1 REDUCED 1,019,322 -33,084 -3.1% 1.37% $96.8M 2024-04-11 $93.00
2023 Q4 REDUCED 1,052,406 -67,777 -6.1% 1.25% $81.4M 2024-01-17 $77.29
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IR

As of 2026 Q1 — sorted by position size

CARDEROCK CAPITAL MANAGEMENT INC 3Y 7Y 1.28% Ethos Capital Management, Inc. 0.31% Partnership Wealth Management, LLC 0.29% Dorato Capital Management 0.13% Wealth Science Advisors LLC 0.1% GAMMA Investing LLC 0.07% Czech National Bank 3Y 0.05% Cooper Financial Group 3Y 7Y 0.05% OP Asset Management Ltd 0.04% Secure Asset Management, LLC 3Y 0.04%

FAQ About Douglas Lane & Associates, LLC and IR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Douglas Lane & Associates, LLC reported owning IR?

Douglas Lane & Associates, LLC reported IR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IR position in Douglas Lane & Associates, LLC's portfolio?

The largest reported portfolio weight for IR was 1.37% in 2024 Q1.

What is the latest reported IR position on this page?

The most recent filing on this page is 2025 Q4, when Douglas Lane & Associates, LLC reported 848,489 shares, equal to 0.92% of portfolio, with an estimated market value of $67.2M.

What does the chart on this IR ownership page compare?

The chart compares Douglas Lane & Associates, LLC's quarterly IR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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