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JPL Wealth Management’s Carlisle Companies CSL Stock Holding History

JPL Wealth 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
Q2 		$3.63K Sell
10
-2
-17% -$701 ﹤0.01% 864
2026
Q1 		$4K Buy
+12
New +$4.37K ﹤0.01% 753
2025
Q4 		– Sell
-13
Closed -$4.28K – 340
2025
Q3 		$4.28K Buy
+13
New +$4.96K ﹤0.01% 698

Other funds holding CSL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JPL Wealth Management's CSL Position: Q2 2026 in Review

JPL Wealth Management reduced its Carlisle Companies (CSL) stake by 17% in Q2 2026, selling an estimated $701 and leaving 10 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

JPL Wealth Management first reported a position in CSL in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.28K in Q3 2025. 797 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • JPL Wealth Management held 10 shares of Carlisle Companies worth $3.63K as of Q2 2026.
  • JPL Wealth Management sold 2 Carlisle Companies shares in Q2 2026, an estimated $701.
  • Carlisle Companies made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #864 holding.
  • JPL Wealth Management first reported a position in Carlisle Companies in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Carlisle Companies position peaked at $4.28K in Q3 2025.
  • 797 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.