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Welch & Forbes’s Carlisle Companies CSL Stock Holding History

Welch & Forbes’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
Q2 		$51.8M Buy
142,765
+2,299
+2% +$805K 0.63% 46
2026
Q1 		$46.9M Buy
140,466
+8,940
+7% +$3.25M 0.61% 50
2025
Q4 		$42.1M Sell
131,526
-9,191
-7% -$2.98M 0.51% 51
2025
Q3 		$46.3M Buy
140,717
+4,187
+3% +$1.6M 0.56% 51
2025
Q2 		$51M Buy
136,530
+18,479
+16% +$6.86M 0.64% 47
2025
Q1 		$40.2M Buy
118,051
+24,803
+27% +$8.89M 0.53% 53
2024
Q4 		$34.4M Buy
93,248
+3,800
+4% +$1.66M 0.44% 62
2024
Q3 		$40.2M Buy
89,448
+2,368
+3% +$979K 0.51% 56
2024
Q2 		$35.5M Buy
87,080
+4,793
+6% +$1.93M 0.47% 56
2024
Q1 		$32.2M Buy
82,287
+3,546
+5% +$1.2M 0.44% 59
2023
Q4 		$24.6M Buy
78,741
+982
+1% +$270K 0.37% 70
2023
Q3 		$20.2M Buy
77,759
+5,756
+8% +$1.54M 0.33% 73
2023
Q2 		$18.5M Buy
72,003
+8,224
+13% +$1.82M 0.29% 81
2023
Q1 		$14.4M Buy
63,779
+5,600
+10% +$1.36M 0.24% 88
2022
Q4 		$13.7M Buy
58,179
+1,481
+3% +$381K 0.25% 88
2022
Q3 		$15.9M Buy
56,698
+160
+0.3% +$45.9K 0.31% 79
2022
Q2 		$13.5M Buy
56,538
+469
+0.8% +$117K 0.25% 88
2022
Q1 		$13.8M Buy
56,069
+7,539
+16% +$1.77M 0.22% 91
2021
Q4 		$12M Sell
48,530
-673
-1% -$155K 0.18% 98
2021
Q3 		$9.78M Sell
49,203
-384
-0.8% -$77.5K 0.16% 110
2021
Q2 		$9.49M Sell
49,587
-710
-1% -$132K 0.16% 111
2021
Q1 		$8.28M Buy
50,297
+3,440
+7% +$528K 0.15% 110
2020
Q4 		$7.32M Buy
46,857
+8,686
+23% +$1.22M 0.14% 112
2020
Q3 		$4.67M Buy
38,171
+3,901
+11% +$479K 0.1% 125
2020
Q2 		$4.1M Buy
34,270
+11,423
+50% +$1.37M 0.1% 128
2020
Q1 		$2.86M Buy
22,847
+7,097
+45% +$1.05M 0.08% 136
2019
Q4 		$2.55M Buy
15,750
+715
+5% +$110K 0.06% 160
2019
Q3 		$2.19M Buy
15,035
+8,900
+145% +$1.25M 0.05% 160
2019
Q2 		$861K Buy
+6,135
New +$825K 0.02% 215

Other funds holding CSL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Welch & Forbes's CSL Position: Q2 2026 in Review

Welch & Forbes increased its Carlisle Companies (CSL) stake by 1.6% in Q2 2026, buying an estimated $805K and bringing the position to 142,765 shares worth $51.8M. The position accounts for 0.63% of the portfolio, ranked #46.

Welch & Forbes first reported a position in CSL in Q2 2019 and has held it in 29 quarters since. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Welch & Forbes held 142,765 shares of Carlisle Companies worth $51.8M as of Q2 2026.
  • Welch & Forbes bought 2,299 Carlisle Companies shares in Q2 2026, an estimated $805K.
  • Carlisle Companies made up 0.63% of Welch & Forbes's portfolio in Q2 2026, its #46 holding.
  • Welch & Forbes first reported a position in Carlisle Companies in Q2 2019 and has held it in 29 quarters since.
  • 796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.