CIBC Private Wealth Group’s Carpenter Technology CRS Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$794K	Buy	2,523 +136	+6%	+$40.9K	﹤0.01%	754
2025 Q3	$586K	Buy	2,387 +106	+5%	+$27.1K	﹤0.01%	820
2025 Q2	$630K	Buy	2,281 +2,055	+909%	+$448K	﹤0.01%	777
2025 Q1	$34.2K	Sell	226 -17	-7%	-$3.28K	﹤0.01%	1777
2024 Q4	$44.7K	Buy	243 +127	+109%	+$21.8K	﹤0.01%	1716
2024 Q3	$18.5K	Hold	116	–	–	﹤0.01%	2192
2024 Q2	$12.4K	Hold	116	–	–	﹤0.01%	2211
2024 Q1	$8.35K	Buy	+116	New	+$7.59K	﹤0.01%	2346
2018 Q4	–	Sell	-30,501	Closed	-$1.8M	–	879
2018 Q3	$1.8M	Sell	30,501 -657	-2%	-$37.6K	0.01%	537
2018 Q2	$1.64M	Buy	+31,158	New	+$1.69M	0.01%	552

Other funds holding CRS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

SurgoCap Partners New York $2.99B AUM 39.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIBC Private Wealth Group's CRS Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Carpenter Technology (CRS) stake by 5.7% in Q4 2025, buying an estimated $40.9K and bringing the position to 2,523 shares worth $794K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

CIBC Private Wealth Group first reported a position in CRS in Q2 2018 and has held it in 10 quarters since. The position peaked at $1.8M in Q3 2018. 626 funds tracked by Wall St. Rank hold CRS as of Q4 2025.

CIBC Private Wealth Group held 2,523 shares of Carpenter Technology worth $794K as of Q4 2025.
CIBC Private Wealth Group bought 136 Carpenter Technology shares in Q4 2025, an estimated $40.9K.
Carpenter Technology made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #754 holding.
CIBC Private Wealth Group first reported a position in Carpenter Technology in Q2 2018 and has held it in 10 quarters since.
CIBC Private Wealth Group's Carpenter Technology position peaked at $1.8M in Q3 2018.
626 funds tracked by Wall St. Rank held Carpenter Technology as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.