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BKM Wealth Management’s Carlisle Companies CSL Stock Holding History

BKM 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
Q4 		– Sell
-928
Closed -$305K – 150
2025
Q3 		$305K Sell
928
-11
-1% -$4.19K 0.11% 124
2025
Q2 		$351K Sell
939
-85
-8% -$31.6K 0.14% 120
2025
Q1 		$349K Buy
1,024
+119
+13% +$42.6K 0.14% 122
2024
Q4 		$334K Buy
+905
New +$395K 0.14% 127

Other funds holding CSL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

BKM Wealth Management's CSL Position: Q4 2025 in Review

BKM Wealth Management sold out of Carlisle Companies (CSL) in Q4 2025, closing a stake of 928 shares — an estimated $305K sold.

BKM Wealth Management first reported a position in CSL in Q4 2024 and held it in 4 quarters. The position peaked at $351K in Q2 2025. 772 funds tracked by Wall St. Rank hold CSL as of Q4 2025.

  • BKM Wealth Management reported no remaining Carlisle Companies position as of Q4 2025 after selling out during the quarter.
  • BKM Wealth Management sold 928 Carlisle Companies shares in Q4 2025, an estimated $305K.
  • BKM Wealth Management first reported a position in Carlisle Companies in Q4 2024 and held it in 4 quarters.
  • BKM Wealth Management's Carlisle Companies position peaked at $351K in Q2 2025.
  • 772 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2025.

Based on BKM Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.