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West Michigan Advisors’s Carlisle Companies CSL Stock Holding History

West Michigan Advisors’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 		$239K Hold
660
– – 0.05% 264
2026
Q1 		$220K Hold
660
– – 0.05% 283
2025
Q4 		$211K Hold
660
– – 0.05% 259
2025
Q3 		$217K Sell
660
-238
-27% -$90.7K 0.05% 239
2025
Q2 		$335K Buy
898
+153
+21% +$56.8K 0.09% 155
2025
Q1 		$254K Buy
745
+11
+1% +$3.94K 0.08% 170
2024
Q4 		$271K Hold
734
– – 0.08% 178
2024
Q3 		$330K Buy
734
+60
+9% +$24.8K 0.1% 137
2024
Q2 		$273K Buy
674
+14
+2% +$5.64K 0.09% 149
2024
Q1 		$259K Hold
660
– – 0.08% 153
2023
Q4 		$206K Buy
+660
New +$182K 0.08% 148

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

West Michigan Advisors's CSL Position: Q2 2026 in Review

West Michigan Advisors held its Carlisle Companies (CSL) position steady in Q2 2026 at 660 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #264.

West Michigan Advisors first reported a position in CSL in Q4 2023 and has held it in 11 quarters since. The position peaked at $335K in Q2 2025. 797 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • West Michigan Advisors held 660 shares of Carlisle Companies worth $239K as of Q2 2026.
  • West Michigan Advisors left its Carlisle Companies share count unchanged in Q2 2026.
  • Carlisle Companies made up 0.05% of West Michigan Advisors's portfolio in Q2 2026, its #264 holding.
  • West Michigan Advisors first reported a position in Carlisle Companies in Q4 2023 and has held it in 11 quarters since.
  • West Michigan Advisors's Carlisle Companies position peaked at $335K in Q2 2025.
  • 797 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.