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Summit Financial’s Carlisle Companies CSL Stock Holding History

Summit Financial’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 		$2.58M Buy
7,739
+730
+10% +$266K 0.03% 506
2025
Q4 		$2.24M Buy
7,009
+146
+2% +$47.3K 0.03% 465
2025
Q3 		$2.26M Sell
6,863
-16
-0.2% -$6.1K 0.03% 449
2025
Q2 		$2.57M Buy
6,879
+269
+4% +$99.9K 0.06% 256
2025
Q1 		$2.25M Buy
+6,610
New +$2.37M 0.06% 241

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

Summit Financial's CSL Position: Q1 2026 in Review

Summit Financial increased its Carlisle Companies (CSL) stake by 10% in Q1 2026, buying an estimated $266K and bringing the position to 7,739 shares worth $2.58M. The position accounts for 0.03% of the portfolio, ranked #506.

Summit Financial first reported a position in CSL in Q1 2025 and has held it in 5 quarters since. 782 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

  • Summit Financial held 7,739 shares of Carlisle Companies worth $2.58M as of Q1 2026.
  • Summit Financial bought 730 Carlisle Companies shares in Q1 2026, an estimated $266K.
  • Carlisle Companies made up 0.03% of Summit Financial's portfolio in Q1 2026, its #506 holding.
  • Summit Financial first reported a position in Carlisle Companies in Q1 2025 and has held it in 5 quarters since.
  • 782 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.