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Westside Investment Management’s Carpenter Technology CRS Stock Holding History

Westside 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
Q1 		$3.94K Hold
10
– – ﹤0.01% 1265
2025
Q4 		$3.15K Buy
+10
New +$3.01K ﹤0.01% 1271
2018
Q4 		– Sell
-100
Closed -$5.87K – 721
2018
Q3 		$5.87K Hold
100
– – ﹤0.01% 575
2018
Q2 		$5.34K Hold
100
– – ﹤0.01% 669
2018
Q1 		$4.27K Hold
100
– – ﹤0.01% 686
2017
Q4 		$5.31K Hold
100
– – ﹤0.01% 675
2017
Q3 		$4.97K Hold
100
– – ﹤0.01% 674
2017
Q2 		$3.75K Hold
100
– – ﹤0.01% 701
2017
Q1 		$3.63K Hold
100
– – ﹤0.01% 665
2016
Q4 		$3.92K Buy
+100
New +$3.71K ﹤0.01% 536

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

Westside Investment Management's CRS Position: Q1 2026 in Review

Westside Investment Management held its Carpenter Technology (CRS) position steady in Q1 2026 at 10 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Westside Investment Management first reported a position in CRS in Q4 2016 and has held it in 10 quarters since. The position peaked at $5.87K in Q3 2018. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Westside Investment Management held 10 shares of Carpenter Technology worth $3.94K as of Q1 2026.
  • Westside Investment Management left its Carpenter Technology share count unchanged in Q1 2026.
  • Carpenter Technology made up ﹤0.01% of Westside Investment Management's portfolio in Q1 2026, its #1265 holding.
  • Westside Investment Management first reported a position in Carpenter Technology in Q4 2016 and has held it in 10 quarters since.
  • Westside Investment Management's Carpenter Technology position peaked at $5.87K in Q3 2018.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.