Forum Financial Management’s Carlisle Companies CSL Stock Holding History

Forum Financial 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	–	Sell	-896	Closed	-$287K	–	492
2025 Q4	$287K	Sell	896 -1	-0.1%	-$324	﹤0.01%	772
2025 Q3	$295K	Hold	897	–	–	﹤0.01%	752
2025 Q2	$335K	Buy	897 +2	+0.2%	+$743	0.01%	612
2025 Q1	$305K	Buy	895 +1	+0.1%	+$358	0.01%	583
2024 Q4	$330K	Buy	894 +3	+0.3%	+$1.31K	0.01%	562
2024 Q3	$401K	Buy	891 +1	+0.1%	+$414	0.01%	400
2024 Q2	$361K	Buy	890 +4	+0.5%	+$1.61K	0.01%	414
2024 Q1	$347K	Hold	886	–	–	0.01%	445
2023 Q4	$277K	Hold	886	–	–	0.01%	487
2023 Q3	$230K	Hold	886	–	–	0.01%	532
2023 Q2	$227K	Hold	886	–	–	0.01%	560
2023 Q1	$200K	Sell	886 -1	-0.1%	-$243	0.01%	575
2022 Q4	$209K	Buy	887 +1	+0.1%	+$257	0.01%	537
2022 Q3	$248K	Hold	886	–	–	0.01%	413
2022 Q2	$211K	Hold	886	–	–	0.01%	498
2022 Q1	$217K	Hold	886	–	–	0.01%	532
2021 Q4	$220K	Buy	+886	New	+$203K	0.01%	573

Other funds holding CSL

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 $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

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

Forum Financial Management sold out of Carlisle Companies (CSL) in Q1 2026, closing a stake of 896 shares — an estimated $287K sold.

Forum Financial Management first reported a position in CSL in Q4 2021 and held it in 17 quarters. The position peaked at $401K in Q3 2024. 783 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

Forum Financial Management reported no remaining Carlisle Companies position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 896 Carlisle Companies shares in Q1 2026, an estimated $287K.
Forum Financial Management first reported a position in Carlisle Companies in Q4 2021 and held it in 17 quarters.
Forum Financial Management's Carlisle Companies position peaked at $401K in Q3 2024.
783 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

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