Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Carlisle Companies CSL Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$1.15M Sell
3,453
-445
-11% -$162K ﹤0.01% 1458
2025
Q4 		$1.25M Buy
3,898
+756
+24% +$245K ﹤0.01% 1374
2025
Q3 		$1.03M Buy
3,142
+66
+2% +$25.2K ﹤0.01% 1384
2025
Q2 		$1.15M Buy
3,076
+41
+1% +$15.2K ﹤0.01% 1179
2025
Q1 		$1.03M Buy
3,035
+263
+9% +$94.3K ﹤0.01% 1108
2024
Q4 		$1.02M Sell
2,772
-736
-21% -$321K ﹤0.01% 1071
2024
Q3 		$1.58M Buy
3,508
+1,027
+41% +$425K 0.01% 806
2024
Q2 		$1M Buy
2,481
+38
+2% +$15.3K ﹤0.01% 880
2024
Q1 		$957K Sell
2,443
-2
-0.1% -$679 ﹤0.01% 874
2023
Q4 		$764K Buy
2,445
+247
+11% +$68K ﹤0.01% 916
2023
Q3 		$570K Buy
2,198
+27
+1% +$7.24K ﹤0.01% 943
2023
Q2 		$557K Buy
2,171
+27
+1% +$5.98K ﹤0.01% 902
2023
Q1 		$485K Buy
2,144
+14
+0.7% +$3.4K ﹤0.01% 901
2022
Q4 		$502K Sell
2,130
-286
-12% -$73.6K ﹤0.01% 814
2022
Q3 		$678K Sell
2,416
-200
-8% -$57.3K 0.01% 667
2022
Q2 		$624K Buy
2,616
+140
+6% +$34.9K ﹤0.01% 676
2022
Q1 		$609K Buy
2,476
+467
+23% +$109K ﹤0.01% 673
2021
Q4 		$498K Buy
+2,009
New +$461K ﹤0.01% 727
2021
Q2 		$337K Hold
1,761
– – ﹤0.01% 760
2021
Q1 		$337K Hold
1,761
– – ﹤0.01% 760
2020
Q4 		$337K Hold
1,761
– – ﹤0.01% 760
2020
Q3 		$337K Hold
1,761
– – ﹤0.01% 760
2020
Q2 		$337K Hold
1,761
– – ﹤0.01% 760
2020
Q1 		$337K Hold
1,761
– – ﹤0.01% 760
2019
Q4 		$337K Hold
1,761
– – ﹤0.01% 760
2019
Q3 		$337K Hold
1,761
– – ﹤0.01% 760
2019
Q2 		$337K Hold
1,761
– – ﹤0.01% 760
2019
Q1 		$337K Buy
+1,761
New +$203K ﹤0.01% 760
2017
Q1 		– Sell
-22
Closed -$2K – 1198
2016
Q4 		$2K Buy
22
+5
+29% +$546 ﹤0.01% 974
2016
Q3 		$2K Buy
+17
New +$1.77K ﹤0.01% 913

Other funds holding CSL

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 $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CSL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Carlisle Companies (CSL) stake by 11% in Q1 2026, selling an estimated $162K and leaving 3,453 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1458.

Carson Wealth (CWM LLC) first reported a position in CSL in Q3 2016 and has held it in 30 quarters since. The position peaked at $1.58M in Q3 2024. 783 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,453 shares of Carlisle Companies worth $1.15M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 445 Carlisle Companies shares in Q1 2026, an estimated $162K.
  • Carlisle Companies made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1458 holding.
  • Carson Wealth (CWM LLC) first reported a position in Carlisle Companies in Q3 2016 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Carlisle Companies position peaked at $1.58M in Q3 2024.
  • 783 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.