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Wilkerson Advisory Group’s Carlisle Companies CSL Stock Holding History

Wilkerson Advisory Group’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 		$10.9K Sell
30
-9
-23% -$3.15K ﹤0.01% 413
2026
Q1 		$13K Buy
39
+23
+144% +$8.37K ﹤0.01% 360
2025
Q4 		$5.12K Buy
+16
New +$5.18K ﹤0.01% 435

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

Wilkerson Advisory Group's CSL Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Carlisle Companies (CSL) stake by 23% in Q2 2026, selling an estimated $3.15K and leaving 30 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Wilkerson Advisory Group first reported a position in CSL in Q4 2025 and has held it in 3 quarters since. The position peaked at $13K in Q1 2026. 794 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Wilkerson Advisory Group held 30 shares of Carlisle Companies worth $10.9K as of Q2 2026.
  • Wilkerson Advisory Group sold 9 Carlisle Companies shares in Q2 2026, an estimated $3.15K.
  • Carlisle Companies made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #413 holding.
  • Wilkerson Advisory Group first reported a position in Carlisle Companies in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Carlisle Companies position peaked at $13K in Q1 2026.
  • 794 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.