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Axxcess Wealth Management’s Carlisle Companies CSL Stock Holding History

Axxcess Wealth Management’s Portfolio CSL Stock Details CSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-571
Closed -$211K – 860
2024
Q4 		$211K Buy
571
+5
+0.9% +$2.18K 0.01% 806
2024
Q3 		$255K Buy
+566
New +$234K 0.01% 746
2023
Q1 		– Sell
-1,075
Closed -$253K – 646
2022
Q4 		$253K Sell
1,075
-925
-46% -$238K 0.02% 493
2022
Q3 		$561K Buy
+2,000
New +$573K 0.05% 299

Other funds holding CSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Axxcess Wealth Management's CSL Position: Q1 2025 in Review

Axxcess Wealth Management sold out of Carlisle Companies (CSL) in Q1 2025, closing a stake of 571 shares — an estimated $211K sold.

Axxcess Wealth Management first reported a position in CSL in Q3 2022 and held it in 4 quarters. The position peaked at $561K in Q3 2022. 739 funds tracked by Wall St. Rank hold CSL as of Q1 2025.

  • Axxcess Wealth Management reported no remaining Carlisle Companies position as of Q1 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 571 Carlisle Companies shares in Q1 2025, an estimated $211K.
  • Axxcess Wealth Management first reported a position in Carlisle Companies in Q3 2022 and held it in 4 quarters.
  • Axxcess Wealth Management's Carlisle Companies position peaked at $561K in Q3 2022.
  • 739 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.