JIC
CG icon

JRM Investment Counsel’s Carlyle Group CG Stock Holding History

JRM Investment Counsel’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-54,921
Closed -$3.25M – 22
2025
Q4 		$3.25M Buy
54,921
+681
+1% +$38.7K 0.94% 13
2025
Q3 		$3.4M Buy
+54,240
New +$3.39M 1.02% 13
2015
Q3 		– Sell
-33,910
Closed -$955K – 36
2015
Q2 		$955K Hold
33,910
– – 0.83% 31
2015
Q1 		$919K Buy
33,910
+3,000
+10% +$79.7K 0.79% 31
2014
Q4 		$850K Buy
+30,910
New +$878K 0.77% 32

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

JRM Investment Counsel's CG Position: Q1 2026 in Review

JRM Investment Counsel sold out of Carlyle Group (CG) in Q1 2026, closing a stake of 54,921 shares — an estimated $3.25M sold.

JRM Investment Counsel first reported a position in CG in Q4 2014 and held it in 5 quarters. The position peaked at $3.4M in Q3 2025. 604 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • JRM Investment Counsel reported no remaining Carlyle Group position as of Q1 2026 after selling out during the quarter.
  • JRM Investment Counsel sold 54,921 Carlyle Group shares in Q1 2026, an estimated $3.25M.
  • JRM Investment Counsel first reported a position in Carlyle Group in Q4 2014 and held it in 5 quarters.
  • JRM Investment Counsel's Carlyle Group position peaked at $3.4M in Q3 2025.
  • 604 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on JRM Investment Counsel's 13F filing for Q1 2026, filed 14 May 2026.