LPL Financial’s Carpenter Technology CRS Stock Holding History

LPL Financial’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 Q2	$1.54M	Buy	+2,500	New	+$1.18M	﹤0.01%	4029

Other funds holding CRS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LPL Financial's CRS Position: Q2 2026 in Review

LPL Financial increased its Carpenter Technology (CRS) stake by 6.6% in Q2 2026, buying an estimated $5.45M and bringing the position to 186,104 shares worth $115M. The position accounts for 0.03% of the portfolio, ranked #593.

LPL Financial first reported a position in CRS in Q2 2013 and has held it in 31 quarters since. 878 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

LPL Financial held 186,104 shares of Carpenter Technology worth $115M as of Q2 2026.
LPL Financial bought 11,581 Carpenter Technology shares in Q2 2026, an estimated $5.45M.
Carpenter Technology made up 0.03% of LPL Financial's portfolio in Q2 2026, its #593 holding.
LPL Financial first reported a position in Carpenter Technology in Q2 2013 and has held it in 31 quarters since.
878 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.