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Forum Financial Management’s Carpenter Technology CRS Stock Holding History

Forum Financial Management’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
2026
Q1 		– Sell
-1,455
Closed -$458K – 490
2025
Q4 		$458K Buy
1,455
+1
+0.1% +$301 0.01% 523
2025
Q3 		$357K Buy
1,454
+1
+0.1% +$256 ﹤0.01% 638
2025
Q2 		$402K Buy
1,453
+2
+0.1% +$436 0.01% 506
2025
Q1 		$263K Buy
1,451
+6
+0.4% +$1.16K ﹤0.01% 662
2024
Q4 		$245K Hold
1,445
– – ﹤0.01% 741
2024
Q3 		$231K Buy
+1,445
New +$196K ﹤0.01% 653

Other funds holding CRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
SP
SurgoCap Partners New York $2.99B AUM 39.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Forum Financial Management's CRS Position: Q1 2026 in Review

Forum Financial Management sold out of Carpenter Technology (CRS) in Q1 2026, closing a stake of 1,455 shares — an estimated $458K sold.

Forum Financial Management first reported a position in CRS in Q3 2024 and held it in 6 quarters. The position peaked at $458K in Q4 2025. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Forum Financial Management reported no remaining Carpenter Technology position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,455 Carpenter Technology shares in Q1 2026, an estimated $458K.
  • Forum Financial Management first reported a position in Carpenter Technology in Q3 2024 and held it in 6 quarters.
  • Forum Financial Management's Carpenter Technology position peaked at $458K in Q4 2025.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.