InceptionR’s Carlisle Companies CSL Stock Holding History

InceptionR’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	-1,172	Closed	-$375K	–	691
2025 Q4	$375K	Sell	1,172 -1,642	-58%	-$532K	0.1%	368
2025 Q3	$926K	Buy	+2,814	New	+$1.07M	0.22%	146
2025 Q1	–	Sell	-4,975	Closed	-$1.83M	–	602
2024 Q4	$1.83M	Buy	+4,975	New	+$2.17M	0.41%	36
2024 Q3	–	Sell	-2,722	Closed	-$1.1M	–	674
2024 Q2	$1.1M	Buy	+2,722	New	+$1.1M	0.31%	93
2023 Q2	–	Sell	-3,414	Closed	-$772K	–	451
2023 Q1	$772K	Buy	+3,414	New	+$830K	0.25%	159

Other funds holding CSL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

InceptionR's CSL Position: Q1 2026 in Review

InceptionR sold out of Carlisle Companies (CSL) in Q1 2026, closing a stake of 1,172 shares — an estimated $375K sold.

InceptionR first reported a position in CSL in Q1 2023 and held it in 5 quarters. The position peaked at $1.83M in Q4 2024. 782 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

InceptionR reported no remaining Carlisle Companies position as of Q1 2026 after selling out during the quarter.
InceptionR sold 1,172 Carlisle Companies shares in Q1 2026, an estimated $375K.
InceptionR first reported a position in Carlisle Companies in Q1 2023 and held it in 5 quarters.
InceptionR's Carlisle Companies position peaked at $1.83M in Q4 2024.
782 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.