WCM Investment Management
CRS icon

WCM Investment Management’s Carpenter Technology CRS Stock Holding History

WCM Investment Management’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
Q2 		$151M Sell
249,050
-229,264
-48% -$108M 0.27% 52
2026
Q1 		$177M Buy
478,314
+44,400
+10% +$16.2M 0.4% 41
2025
Q4 		$138M Buy
433,914
+76,416
+21% +$23M 0.28% 49
2025
Q3 		$86.3M Buy
357,498
+156,554
+78% +$40M 0.18% 47
2025
Q2 		$55.4M Buy
200,944
+43,348
+28% +$9.45M 0.13% 47
2025
Q1 		$28.6M Buy
157,596
+22,840
+17% +$4.4M 0.07% 56
2024
Q4 		$22.5M Buy
134,756
+16,097
+14% +$2.76M 0.05% 77
2024
Q3 		$18.9M Buy
+118,659
New +$16.1M 0.04% 103

Other funds holding CRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WCM Investment Management's CRS Position: Q2 2026 in Review

WCM Investment Management reduced its Carpenter Technology (CRS) stake by 48% in Q2 2026, selling an estimated $108M and leaving 249,050 shares worth $151M. The position accounts for 0.27% of the portfolio, ranked #52.

WCM Investment Management first reported a position in CRS in Q3 2024 and has held it in 8 quarters since. The position peaked at $177M in Q1 2026. 874 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • WCM Investment Management held 249,050 shares of Carpenter Technology worth $151M as of Q2 2026.
  • WCM Investment Management sold 229,264 Carpenter Technology shares in Q2 2026, an estimated $108M.
  • Carpenter Technology made up 0.27% of WCM Investment Management's portfolio in Q2 2026, its #52 holding.
  • WCM Investment Management first reported a position in Carpenter Technology in Q3 2024 and has held it in 8 quarters since.
  • WCM Investment Management's Carpenter Technology position peaked at $177M in Q1 2026.
  • 874 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on WCM Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.