New England Research & Management, Inc. IR — Ingersoll-Rand

Ownership history in New England Research & Management, Inc.  ·  16 quarters on record

AI Ownership Summary

New England Research & Management, Inc. reported Ingersoll-Rand (IR) in 16 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.8% in 2025 Q1. The latest visible filing shows IR at 0.61% 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 New England Research & Management, Inc.'s position in Ingersoll-Rand, 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
2026 Q2

IR was reported at 0.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.8% in 2025 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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 New England Research & Management, Inc. fund profile New England Research & Management, Inc. full holdings
How New England Research & Management, Inc. held IR — position size vs. price
% of Fund (quarterly)    IR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 18,984 -1,275 -6.3% 0.61% $1.6M 2026-07-09 $77.05
2026 Q1 ADDED — — — 20,259 +4,625 +29.6% 0.69% $1.6M 2026-05-07 $77.48
2025 Q4 REDUCED — — — 15,634 -50 -0.3% 0.54% $1.2M 2026-01-07 $81.29
2025 Q3 REDUCED 20.0% -2.1% ✅ 15,684 -3,928 -20.0% 0.60% $1.3M 2025-10-06 $83.35
2025 Q2 REDUCED — — — 19,612 -70 -0.4% 0.77% $1.6M 2025-07-09 $87.61
2025 Q1 ADDED — — — 19,682 +4,970 +33.8% 0.80% $1.6M 2025-04-16 $71.27
2024 Q4 REDUCED 10.2% -11.5% ✅ 14,712 -1,663 -10.2% 0.68% $1.3M 2025-01-23 $93.92
2024 Q3 ADDED — — — 16,375 +4,650 +39.7% 0.75% $1.6M 2024-10-07 $99.85
2024 Q2 REDUCED — — — 11,725 -450 -3.7% 0.51% $1.1M 2024-07-09 $91.56
2024 Q1 ADDED — — — 12,175 +100 +0.8% 0.57% $1.2M 2024-04-16 $90.69
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IR

As of 2026 Q2 — sorted by position size

CARDEROCK CAPITAL MANAGEMENT INC 3Y 7Y 1.17% TEMA ETFS LLC 0.36% First Nebraska Trust Co 0.29% Partnership Wealth Management, LLC 0.27% Breakwater Capital Group 3Y 0.15% Wealth Science Advisors LLC 0.14% Stablepoint Partners, LLC 0.08% GAMMA Investing LLC 0.05% Allied Private Wealth LLC 0.05% PensionDanmark Pensionsforsikringsaktieselskab 0.05%

FAQ About New England Research & Management, Inc. and IR

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

How long has New England Research & Management, Inc. reported owning IR?

New England Research & Management, Inc. reported IR across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IR position in New England Research & Management, Inc.'s portfolio?

The largest reported portfolio weight for IR was 0.80% in 2025 Q1.

What is the latest reported IR position on this page?

The most recent filing on this page is 2026 Q2, when New England Research & Management, Inc. reported 18,984 shares, equal to 0.61% of portfolio, with an estimated market value of $1.6M.

What does the chart on this IR ownership page compare?

The chart compares New England Research & Management, Inc.'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.

How well did New England Research & Management, Inc. time their IR position?

Based on 13F filing dates vs. subsequent IR price moves, New England Research & Management, Inc. correctly timed 6 out of 11 reported position changes (55%). The annualised alpha on IR relative to SPY over the holding period was -4.4%.

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