JWM
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JPL Wealth Management’s Carpenter Technology CRS Stock Holding History

JPL 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 		$9.07K Buy
+23
New +$8.38K ﹤0.01% 551
2025
Q4 		– Sell
-15
Closed -$3.68K – 337
2025
Q3 		$3.68K Buy
+15
New +$3.84K ﹤0.01% 724

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

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

JPL Wealth Management opened a new position in Carpenter Technology (CRS) in Q1 2026: 23 shares worth $9.07K. The stake represents ﹤0.01% of the portfolio and ranks #551 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in CRS as recently as Q3 2025.

JPL Wealth Management first reported a position in CRS in Q3 2025 and has held it in 2 quarters since. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • JPL Wealth Management held 23 shares of Carpenter Technology worth $9.07K as of Q1 2026.
  • Carpenter Technology was a new JPL Wealth Management position in Q1 2026.
  • Carpenter Technology made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #551 holding.
  • JPL Wealth Management first reported a position in Carpenter Technology in Q3 2025 and has held it in 2 quarters since.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.