Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Carpenter Technology CRS Stock Holding History

Sumitomo Mitsui Trust Group’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 		$1.78M Buy
+4,527
New +$1.65M ﹤0.01% 801
2025
Q4 		– Sell
-855
Closed -$210K – 1061
2025
Q3 		$210K Buy
855
+30
+4% +$7.67K ﹤0.01% 1041
2025
Q2 		$228K Buy
+825
New +$180K ﹤0.01% 1012

Other funds holding CRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
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
SP
SurgoCap Partners New York $2.99B AUM 39.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sumitomo Mitsui Trust Group's CRS Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group opened a new position in Carpenter Technology (CRS) in Q1 2026: 4,527 shares worth $1.78M. The stake represents ﹤0.01% of the portfolio and ranks #801 among its holdings. This is a return to the name: Sumitomo Mitsui Trust Group previously reported a position in CRS as recently as Q3 2025.

Sumitomo Mitsui Trust Group first reported a position in CRS in Q2 2025 and has held it in 3 quarters since. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 4,527 shares of Carpenter Technology worth $1.78M as of Q1 2026.
  • Carpenter Technology was a new Sumitomo Mitsui Trust Group position in Q1 2026.
  • Carpenter Technology made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #801 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Carpenter Technology in Q2 2025 and has held it in 3 quarters since.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.