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RMG Wealth Management’s Carlisle Companies CSL Stock Holding History

RMG 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
Q1 		$127K Hold
355
– – 0.01% 97
2025
Q4 		$126K Hold
355
– – 0.02% 84
2025
Q3 		$119K Hold
355
– – 0.02% 78
2025
Q2 		$145K Buy
+355
New +$132K 0.02% 70

Other funds holding CSL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RMG Wealth Management's CSL Position: Q1 2026 in Review

RMG Wealth Management held its Carlisle Companies (CSL) position steady in Q1 2026 at 355 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #97.

RMG Wealth Management first reported a position in CSL in Q2 2025 and has held it in 4 quarters since. The position peaked at $145K in Q2 2025. 782 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

  • RMG Wealth Management held 355 shares of Carlisle Companies worth $127K as of Q1 2026.
  • RMG Wealth Management left its Carlisle Companies share count unchanged in Q1 2026.
  • Carlisle Companies made up 0.01% of RMG Wealth Management's portfolio in Q1 2026, its #97 holding.
  • RMG Wealth Management first reported a position in Carlisle Companies in Q2 2025 and has held it in 4 quarters since.
  • RMG Wealth Management's Carlisle Companies position peaked at $145K in Q2 2025.
  • 782 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.