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LBP AM’s Carlyle Group CG Stock Holding History

LBP AM’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 		$1.93M Sell
39,877
-48,198
-55% -$2.66M 0.03% 279
2025
Q4 		$5.21M Sell
88,075
-4,454
-5% -$253K 0.06% 228
2025
Q3 		$5.8M Sell
92,529
-1,560
-2% -$97.5K 0.07% 204
2025
Q2 		$4.84M Buy
+94,089
New +$4.05M 0.07% 202
2024
Q3 		– Sell
-23,101
Closed -$928K – 367
2024
Q2 		$928K Buy
23,101
+3,215
+16% +$139K 0.04% 259
2024
Q1 		$933K Buy
19,886
+5,945
+43% +$257K 0.04% 248
2023
Q4 		$567K Hold
13,941
– – 0.01% 363
2023
Q3 		$420K Buy
+13,941
New +$449K 0.01% 429

Other funds holding CG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

LBP AM's CG Position: Q1 2026 in Review

LBP AM reduced its Carlyle Group (CG) stake by 55% in Q1 2026, selling an estimated $2.66M and leaving 39,877 shares worth $1.93M. The position accounts for 0.03% of the portfolio, ranked #279.

LBP AM first reported a position in CG in Q3 2023 and has held it in 8 quarters since. The position peaked at $5.8M in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • LBP AM held 39,877 shares of Carlyle Group worth $1.93M as of Q1 2026.
  • LBP AM sold 48,198 Carlyle Group shares in Q1 2026, an estimated $2.66M.
  • Carlyle Group made up 0.03% of LBP AM's portfolio in Q1 2026, its #279 holding.
  • LBP AM first reported a position in Carlyle Group in Q3 2023 and has held it in 8 quarters since.
  • LBP AM's Carlyle Group position peaked at $5.8M in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on LBP AM's 13F filing for Q1 2026, filed 27 Apr 2026.