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Atlas Wealth Partners’s Carpenter Technology CRS Stock Holding History

Atlas Wealth Partners’s Portfolio CRS Stock Details CRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$599K Hold
1,520
– – 0.62% 29
2025
Q4 		$479K Hold
1,520
– – 0.53% 33
2025
Q3 		$373K Hold
1,520
– – 0.38% 35
2025
Q2 		$420K Hold
1,520
– – 0.48% 28
2025
Q1 		$275K Hold
1,520
– – 0.34% 38
2024
Q4 		$258K Hold
1,520
– – 0.33% 41
2024
Q3 		$243K Buy
+1,520
New +$206K 0.37% 44

Other funds holding CRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
SP
SurgoCap Partners New York $2.99B AUM 39.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atlas Wealth Partners's CRS Position: Q1 2026 in Review

Atlas Wealth Partners held its Carpenter Technology (CRS) position steady in Q1 2026 at 1,520 shares worth $599K. The position accounts for 0.62% of the portfolio, ranked #29.

Atlas Wealth Partners first reported a position in CRS in Q3 2024 and has held it in 7 quarters since. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Atlas Wealth Partners held 1,520 shares of Carpenter Technology worth $599K as of Q1 2026.
  • Atlas Wealth Partners left its Carpenter Technology share count unchanged in Q1 2026.
  • Carpenter Technology made up 0.62% of Atlas Wealth Partners's portfolio in Q1 2026, its #29 holding.
  • Atlas Wealth Partners first reported a position in Carpenter Technology in Q3 2024 and has held it in 7 quarters since.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Atlas Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.