GWM
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Gibbs Wealth Management’s Carpenter Technology CRS Stock Holding History

Gibbs Wealth 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 		$583K Buy
+1,479
New +$539K 0.08% 254

Other funds holding CRS

BlackRock
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Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
SP
SurgoCap Partners New York $3.09B AUM 56.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gibbs Wealth Management's CRS Position: Q1 2026 in Review

Gibbs Wealth Management opened a new position in Carpenter Technology (CRS) in Q1 2026: 1,479 shares worth $583K. The stake represents 0.08% of the portfolio and ranks #254 among its holdings.

698 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Gibbs Wealth Management held 1,479 shares of Carpenter Technology worth $583K as of Q1 2026.
  • Carpenter Technology was a new Gibbs Wealth Management position in Q1 2026.
  • Carpenter Technology made up 0.08% of Gibbs Wealth Management's portfolio in Q1 2026, its #254 holding.
  • 698 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.