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Eads & Heald Wealth Management’s Carlisle Companies CSL Stock Holding History

Eads & Heald 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
2026
Q1 		$1.95M Sell
5,855
-12
-0.2% -$4.37K 0.97% 45
2025
Q4 		$1.88M Sell
5,867
-135
-2% -$43.8K 0.91% 46
2025
Q3 		$1.97M Sell
6,002
-67
-1% -$25.5K 0.94% 43
2025
Q2 		$2.27M Sell
6,069
-102
-2% -$37.9K 1.12% 27
2025
Q1 		$2.1M Sell
6,171
-87
-1% -$31.2K 1.07% 34
2024
Q4 		$2.31M Sell
6,258
-232
-4% -$101K 1.14% 31
2024
Q3 		$2.92M Sell
6,490
-502
-7% -$208K 1.38% 13
2024
Q2 		$2.83M Sell
6,992
-1,168
-14% -$471K 1.37% 15
2024
Q1 		$3.2M Sell
8,160
-642
-7% -$218K 1.49% 8
2023
Q4 		$2.75M Sell
8,802
-155
-2% -$42.7K 1.32% 16
2023
Q3 		$2.32M Sell
8,957
-217
-2% -$58.2K 1.22% 28
2023
Q2 		$2.35M Sell
9,174
-433
-5% -$95.9K 1.16% 29
2023
Q1 		$2.17M Buy
9,607
+332
+4% +$80.7K 1.08% 35
2022
Q4 		$2.19M Sell
9,275
-57
-0.6% -$14.7K 1.11% 35
2022
Q3 		$2.62M Sell
9,332
-251
-3% -$71.9K 1.48% 7
2022
Q2 		$2.29M Sell
9,583
-721
-7% -$180K 1.23% 19
2022
Q1 		$2.53M Sell
10,304
-787
-7% -$184K 1.17% 27
2021
Q4 		$2.75M Sell
11,091
-746
-6% -$171K 1.2% 25
2021
Q3 		$2.35M Sell
11,837
-111
-0.9% -$22.4K 1.14% 31
2021
Q2 		$2.29M Sell
11,948
-197
-2% -$36.6K 1.12% 33
2021
Q1 		$2M Buy
12,145
+72
+0.6% +$11K 1.03% 43
2020
Q4 		$1.89M Sell
12,073
-25
-0.2% -$3.51K 1.02% 41
2020
Q3 		$1.48M Sell
12,098
-1,502
-11% -$184K 0.89% 54
2020
Q2 		$1.63M Buy
13,600
+280
+2% +$33.7K 0.99% 48
2020
Q1 		$1.67M Sell
13,320
-510
-4% -$75.7K 1.18% 32
2019
Q4 		$2.24M Sell
13,830
-281
-2% -$43.3K 1.18% 29
2019
Q3 		$2.05M Buy
14,111
+247
+2% +$34.7K 1.15% 35
2019
Q2 		$1.95M Buy
13,864
+1,026
+8% +$138K 1.1% 38
2019
Q1 		$1.57M Buy
12,838
+157
+1% +$18.1K 0.91% 56
2018
Q4 		$1.27M Hold
12,681
– – 0.85% 57
2018
Q3 		$1.54M Sell
12,681
-233
-2% -$28.5K 0.89% 55
2018
Q2 		$1.4M Buy
12,914
+185
+1% +$19.6K 0.86% 56
2018
Q1 		$1.33M Sell
12,729
-250
-2% -$27.4K 0.84% 54
2017
Q4 		$1.48M Sell
12,979
-221
-2% -$24.1K 0.87% 55
2017
Q3 		$1.32M Sell
13,200
-19
-0.1% -$1.84K 0.82% 59
2017
Q2 		$1.26M Sell
13,219
-810
-6% -$81.9K 0.81% 63
2017
Q1 		$1.49M Buy
14,029
+95
+0.7% +$10.2K 0.96% 50
2016
Q4 		$1.54M Sell
13,934
-238
-2% -$26K 1.05% 43
2016
Q3 		$1.45M Sell
14,172
-191
-1% -$19.9K 1% 44
2016
Q2 		$1.52M Sell
14,363
-109
-0.8% -$11.1K 1.04% 44
2016
Q1 		$1.44M Sell
14,472
-500
-3% -$44.1K 1% 46
2015
Q4 		$1.33M Buy
14,972
+425
+3% +$37.6K 0.92% 48
2015
Q3 		$1.27M Sell
14,547
-635
-4% -$63.5K 0.91% 50
2015
Q2 		$1.52M Sell
15,182
-552
-4% -$54.1K 1% 43
2015
Q1 		$1.46M Sell
15,734
-805
-5% -$74.1K 0.94% 50
2014
Q4 		$1.49M Buy
16,539
+250
+2% +$21.6K 0.95% 52
2014
Q3 		$1.31M Sell
16,289
-621
-4% -$51.6K 0.89% 57
2014
Q2 		$1.47M Sell
16,910
-2,409
-12% -$200K 0.97% 49
2014
Q1 		$1.53M Sell
19,319
-4
-0% -$311 1.01% 47
2013
Q4 		$1.53M Buy
19,323
+83
+0.4% +$6.09K 1.02% 45
2013
Q3 		$1.35M Sell
19,240
-835
-4% -$56.3K 0.97% 52
2013
Q2 		$1.25M Buy
+20,075
New +$1.31M 0.89% 57

Other funds holding CSL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eads & Heald Wealth Management's CSL Position: Q1 2026 in Review

Eads & Heald Wealth Management reduced its Carlisle Companies (CSL) stake by 0.2% in Q1 2026, selling an estimated $4.37K and leaving 5,855 shares worth $1.95M. The position accounts for 0.97% of the portfolio, ranked #45.

Eads & Heald Wealth Management first reported a position in CSL in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.2M in Q1 2024. 782 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

  • Eads & Heald Wealth Management held 5,855 shares of Carlisle Companies worth $1.95M as of Q1 2026.
  • Eads & Heald Wealth Management sold 12 Carlisle Companies shares in Q1 2026, an estimated $4.37K.
  • Carlisle Companies made up 0.97% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #45 holding.
  • Eads & Heald Wealth Management first reported a position in Carlisle Companies in Q2 2013 and has held it in 52 quarters since.
  • Eads & Heald Wealth Management's Carlisle Companies position peaked at $3.2M in Q1 2024.
  • 782 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.