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Beacon Investment Advisory Services’s Carlisle Companies CSL Stock Holding History

Beacon Investment Advisory Services’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
2026
Q2 		$90.7K Hold
250
– – ﹤0.01% 349
2026
Q1 		$83.4K Buy
+250
New +$91K ﹤0.01% 356

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Bank of New York Mellon
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Franklin Resources
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Sands Capital Management
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Geode Capital Management
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Beacon Investment Advisory Services's CSL Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Carlisle Companies (CSL) position steady in Q2 2026 at 250 shares worth $90.7K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Beacon Investment Advisory Services first reported a position in CSL in Q1 2026 and has held it in 2 quarters since. 792 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Beacon Investment Advisory Services held 250 shares of Carlisle Companies worth $90.7K as of Q2 2026.
  • Beacon Investment Advisory Services left its Carlisle Companies share count unchanged in Q2 2026.
  • Carlisle Companies made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #349 holding.
  • Beacon Investment Advisory Services first reported a position in Carlisle Companies in Q1 2026 and has held it in 2 quarters since.
  • 792 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.