Drexel Morgan & Co. CARR CARRIER GLOBAL CORPORATION

Ownership history in Drexel Morgan & Co.  ·  23 quarters on record

AI Ownership Summary

Drexel Morgan & Co. reported CARRIER GLOBAL CORPORATION (CARR) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.13% in 2024 Q3. The latest visible filing shows CARR at 0.07% 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 CARR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Drexel Morgan & Co.'s position in CARRIER GLOBAL CORPORATION, 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

CARR was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2024 Q3

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.

How Drexel Morgan & Co. held CARR — position size vs. price
% of Fund (quarterly)    CARR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 8,578 0% 0.07% $453K 2026-02-14 (Est.) $65.17
2025 Q3 UNCHANGED 8,578 0% 0.08% $512K 2025-11-12 $55.55
2025 Q2 UNCHANGED 8,578 0% 0.11% $628K 2025-08-12 $64.97
2025 Q1 UNCHANGED 8,578 0% 0.11% $544K 2025-05-08 $69.48
2024 Q4 UNCHANGED 8,578 0% 0.12% $586K 2025-02-11 $64.01
2024 Q3 UNCHANGED 8,578 0% 0.13% $690K 2024-10-28 $74.07
2024 Q2 UNCHANGED 8,578 0% 0.12% $541K 2024-08-12 $62.78
2024 Q1 UNCHANGED 8,578 0% 0.10% $499K 2024-04-30 $59.68
2023 Q4 UNCHANGED 8,578 0% 0.11% $493K 2024-02-08 $53.44
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Drexel Morgan & Co. and CARR

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

How long has Drexel Morgan & Co. reported owning CARR?

Drexel Morgan & Co. reported CARR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CARR position in Drexel Morgan & Co.'s portfolio?

The largest reported portfolio weight for CARR was 0.13% in 2024 Q3.

What is the latest reported CARR position on this page?

The most recent filing on this page is 2025 Q4, when Drexel Morgan & Co. reported 8,578 shares, equal to 0.07% of portfolio, with an estimated market value of $453K.

What does the chart on this CARR ownership page compare?

The chart compares Drexel Morgan & Co.'s quarterly CARR 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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