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Benjamin Edwards Inc’s Carpenter Technology CRS Stock Holding History

Benjamin Edwards Inc’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 		$626K Buy
1,587
+693
+78% +$252K 0.01% 915
2025
Q4 		$282K Sell
894
-3,441
-79% -$1.03M ﹤0.01% 1140
2025
Q3 		$1.06M Buy
4,335
+493
+13% +$126K 0.01% 665
2025
Q2 		$1.06M Buy
+3,842
New +$838K 0.01% 609

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 $10.4B AUM 25.66% 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

Benjamin Edwards Inc's CRS Position: Q1 2026 in Review

Benjamin Edwards Inc increased its Carpenter Technology (CRS) stake by 78% in Q1 2026, buying an estimated $252K and bringing the position to 1,587 shares worth $626K. The position accounts for 0.01% of the portfolio, ranked #915.

Benjamin Edwards Inc first reported a position in CRS in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.06M in Q3 2025. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Benjamin Edwards Inc held 1,587 shares of Carpenter Technology worth $626K as of Q1 2026.
  • Benjamin Edwards Inc bought 693 Carpenter Technology shares in Q1 2026, an estimated $252K.
  • Carpenter Technology made up 0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #915 holding.
  • Benjamin Edwards Inc first reported a position in Carpenter Technology in Q2 2025 and has held it in 4 quarters since.
  • Benjamin Edwards Inc's Carpenter Technology position peaked at $1.06M in Q3 2025.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.