AIM
CSW

Anchor Investment Management’s CSW Industrials CSW Stock Holding History

Anchor Investment Management’s Portfolio CSW Stock Details CSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$281K Sell
1,080
-55
-5% -$16K 0.02% 328
2025
Q4 		$333K Sell
1,135
-38
-3% -$10.1K 0.03% 307
2025
Q3 		$285K Hold
1,173
– – 0.02% 326
2025
Q2 		$336K Sell
1,173
-10
-0.8% -$3.02K 0.03% 301
2025
Q1 		$345K Hold
1,183
– – 0.03% 295
2024
Q4 		$417K Sell
1,183
-104
-8% -$40.4K 0.04% 273
2024
Q3 		$472K Buy
1,287
+32
+3% +$9.99K 0.04% 268
2024
Q2 		$333K Hold
1,255
– – 0.03% 281
2024
Q1 		$294K Buy
1,255
+25
+2% +$5.57K 0.03% 298
2023
Q4 		$255K Buy
1,230
+10
+0.8% +$1.81K 0.03% 310
2023
Q3 		$214K Hold
1,220
– – 0.03% 330
2023
Q2 		$203K Sell
1,220
-250
-17% -$36.1K 0.03% 338
2023
Q1 		$204K Hold
1,470
– – 0.03% 343
2022
Q4 		$170K Sell
1,470
-450
-23% -$53.8K 0.02% 356
2022
Q3 		$230K Hold
1,920
– – 0.04% 313
2022
Q2 		$198K Buy
+1,920
New +$205K 0.03% 349
2021
Q3 		– Sell
-915
Closed -$108K – 941
2021
Q2 		$108K Hold
915
– – 0.02% 448
2021
Q1 		$124K Buy
915
+815
+815% +$103K 0.02% 412
2020
Q4 		$11.2K Hold
100
– – ﹤0.01% 666
2020
Q3 		$7.72K Buy
+100
New +$7.25K ﹤0.01% 687

Other funds holding CSW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Anchor Investment Management's CSW Position: Q1 2026 in Review

Anchor Investment Management reduced its CSW Industrials (CSW) stake by 4.8% in Q1 2026, selling an estimated $16K and leaving 1,080 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #328.

Anchor Investment Management first reported a position in CSW in Q3 2020 and has held it in 20 quarters since. The position peaked at $472K in Q3 2024. 350 funds tracked by Wall St. Rank hold CSW as of Q1 2026.

  • Anchor Investment Management held 1,080 shares of CSW Industrials worth $281K as of Q1 2026.
  • Anchor Investment Management sold 55 CSW Industrials shares in Q1 2026, an estimated $16K.
  • CSW Industrials made up 0.02% of Anchor Investment Management's portfolio in Q1 2026, its #328 holding.
  • Anchor Investment Management first reported a position in CSW Industrials in Q3 2020 and has held it in 20 quarters since.
  • Anchor Investment Management's CSW Industrials position peaked at $472K in Q3 2024.
  • 350 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.