C.M. Bidwell & Associates’s Carlisle Companies CSL Stock Holding History

C.M. Bidwell & Associates’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	-374	Closed	-$138K	–	463
2024 Q4	$138K	Hold	374	–	–	0.08%	156
2024 Q3	$168K	Hold	374	–	–	0.1%	139
2024 Q2	$152K	Hold	374	–	–	0.1%	142
2024 Q1	$147K	Buy	+374	New	+$127K	0.1%	145
2022 Q4	–	Sell	-1,075	Closed	-$301K	–	504
2022 Q3	$301K	Buy	+1,075	New	+$308K	0.25%	71
2022 Q2	–	Sell	-400	Closed	-$98K	–	507
2022 Q1	$98K	Buy	+400	New	+$93.7K	0.06%	239
2019 Q3	–	Sell	-230	Closed	-$32K	–	431
2019 Q2	$32K	Buy	+230	New	+$30.9K	0.03%	283
2014 Q3	–	Sell	-2,200	Closed	-$191K	–	239
2014 Q2	$191K	Buy	+2,200	New	+$183K	0.04%	147

Other funds holding CSL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

C.M. Bidwell & Associates's CSL Position: Q1 2025 in Review

C.M. Bidwell & Associates sold out of Carlisle Companies (CSL) in Q1 2025, closing a stake of 374 shares — an estimated $138K sold.

C.M. Bidwell & Associates first reported a position in CSL in Q2 2014 and held it in 8 quarters. The position peaked at $301K in Q3 2022. 739 funds tracked by Wall St. Rank hold CSL as of Q1 2025.

C.M. Bidwell & Associates reported no remaining Carlisle Companies position as of Q1 2025 after selling out during the quarter.
C.M. Bidwell & Associates sold 374 Carlisle Companies shares in Q1 2025, an estimated $138K.
C.M. Bidwell & Associates first reported a position in Carlisle Companies in Q2 2014 and held it in 8 quarters.
C.M. Bidwell & Associates's Carlisle Companies position peaked at $301K in Q3 2022.
739 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2025.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2025, filed 15 May 2025.