Sowell Financial Services’s Carpenter Technology CRS Stock Holding History

Sowell Financial Services’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 Q1	$219K	Sell	555 -227	-29%	-$82.7K	0.01%	998
2025 Q4	$246K	Buy	+782	New	+$235K	0.01%	916
2025 Q3	–	Sell	-779	Closed	-$215K	–	1087
2025 Q2	$215K	Buy	+779	New	+$170K	0.01%	927
2021 Q2	–	Sell	-900	Closed	-$37K	–	975
2021 Q1	$37K	Hold	900	–	–	﹤0.01%	1778
2020 Q4	$26K	Sell	900 -39	-4%	-$903	﹤0.01%	1626
2020 Q3	$17K	Hold	939	–	–	﹤0.01%	1624
2020 Q2	$23K	Hold	939	–	–	﹤0.01%	1413
2020 Q1	$18K	Buy	939 +500	+114%	+$18.6K	﹤0.01%	1421
2019 Q4	$22K	Hold	439	–	–	﹤0.01%	1397
2019 Q3	$23K	Buy	+439	New	+$21.2K	﹤0.01%	1224

Other funds holding CRS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

SurgoCap Partners New York $2.99B AUM 39.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sowell Financial Services's CRS Position: Q1 2026 in Review

Sowell Financial Services reduced its Carpenter Technology (CRS) stake by 29% in Q1 2026, selling an estimated $82.7K and leaving 555 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #998.

Sowell Financial Services first reported a position in CRS in Q3 2019 and has held it in 10 quarters since. The position peaked at $246K in Q4 2025. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

Sowell Financial Services held 555 shares of Carpenter Technology worth $219K as of Q1 2026.
Sowell Financial Services sold 227 Carpenter Technology shares in Q1 2026, an estimated $82.7K.
Carpenter Technology made up 0.01% of Sowell Financial Services's portfolio in Q1 2026, its #998 holding.
Sowell Financial Services first reported a position in Carpenter Technology in Q3 2019 and has held it in 10 quarters since.
Sowell Financial Services's Carpenter Technology position peaked at $246K in Q4 2025.
696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.