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Gibbs Wealth Management’s CSW Industrials CSW Stock Holding History

Gibbs Wealth Management’s Portfolio CSW Stock Details CSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$772K Buy
2,964
+1,129
+62% +$328K 0.1% 205
2025
Q4 		$586K Sell
1,835
-147
-7% -$39.2K 0.14% 170
2025
Q3 		$481K Sell
1,982
-341
-15% -$91.5K 0.11% 214
2025
Q2 		$666K Buy
2,323
+254
+12% +$76.7K 0.13% 185
2025
Q1 		$603K Buy
2,069
+309
+18% +$100K 0.15% 162
2024
Q4 		$621K Buy
1,760
+277
+19% +$108K 0.17% 134
2024
Q3 		$543K Buy
1,483
+236
+19% +$73.7K 0.18% 138
2024
Q2 		$331K Buy
+1,247
New +$309K 0.13% 170

Other funds holding CSW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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 CSW Position: Q1 2026 in Review

Gibbs Wealth Management increased its CSW Industrials (CSW) stake by 62% in Q1 2026, buying an estimated $328K and bringing the position to 2,964 shares worth $772K. The position accounts for 0.1% of the portfolio, ranked #205.

Gibbs Wealth Management first reported a position in CSW in Q2 2024 and has held it in 8 quarters since. 350 funds tracked by Wall St. Rank hold CSW as of Q1 2026.

  • Gibbs Wealth Management held 2,964 shares of CSW Industrials worth $772K as of Q1 2026.
  • Gibbs Wealth Management bought 1,129 CSW Industrials shares in Q1 2026, an estimated $328K.
  • CSW Industrials made up 0.1% of Gibbs Wealth Management's portfolio in Q1 2026, its #205 holding.
  • Gibbs Wealth Management first reported a position in CSW Industrials in Q2 2024 and has held it in 8 quarters since.
  • 350 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2026.

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