SSG
CRS icon

Summit Securities Group’s Carpenter Technology CRS Stock Holding History

Summit Securities 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 		$59.9K Buy
+152
New +$55.4K 0.01% 361
2025
Q4 		– Sell
-434
Closed -$107K – 1060
2025
Q3 		$107K Sell
434
-468
-52% -$120K 0.02% 380
2025
Q2 		$249K Buy
+902
New +$197K 0.05% 229
2023
Q1 		– Sell
-1
Closed – – 889
2022
Q4 		$0 Buy
+1
New +$38 ﹤0.01% 1186

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

Summit Securities Group's CRS Position: Q1 2026 in Review

Summit Securities Group opened a new position in Carpenter Technology (CRS) in Q1 2026: 152 shares worth $59.9K. The stake represents 0.01% of the portfolio and ranks #361 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in CRS as recently as Q3 2025.

Summit Securities Group first reported a position in CRS in Q4 2022 and has held it in 4 quarters since. The position peaked at $249K in Q2 2025. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Summit Securities Group held 152 shares of Carpenter Technology worth $59.9K as of Q1 2026.
  • Carpenter Technology was a new Summit Securities Group position in Q1 2026.
  • Carpenter Technology made up 0.01% of Summit Securities Group's portfolio in Q1 2026, its #361 holding.
  • Summit Securities Group first reported a position in Carpenter Technology in Q4 2022 and has held it in 4 quarters since.
  • Summit Securities Group's Carpenter Technology position peaked at $249K in Q2 2025.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.