CSL β€” CARLISLE COS INC

Ownership history in Cornerstone Wealth Management, LLC  Β·  20 quarters on record

AI Ownership Summary

Cornerstone Wealth Management, LLC reported CARLISLE COS INC (CSL) in 20 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.06% in 2024 Q3. The latest visible filing shows CSL at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CSL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cornerstone Wealth Management, LLC's position in CARLISLE COS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CSL was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CSL stock page Cornerstone Wealth Management, LLC fund profile Cornerstone Wealth Management, LLC full holdings
How Cornerstone Wealth Management, LLC held CSL β€” position size vs. price
% of Fund (quarterly)    CSL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 1,830 +26 +1.4% 0.03% $602K 2025-11-04 $324.93
2025 Q2 ADDED 1,804 +4 +0.2% 0.04% $674K 2025-08-12 $380.91
2025 Q1 UNCHANGED 1,800 β€” 0% 0.04% $613K 2025-04-18 $349.21
2024 Q4 ADDED 1,800 +55 +3.2% 0.04% $664K 2025-01-21 $402.43
2024 Q3 ADDED 1,745 +235 +15.6% 0.06% $785K 2024-10-16 $454.83
2024 Q2 REDUCED 1,510 -24 -1.6% 0.05% $612K 2024-07-16 $431.79
2024 Q1 REDUCED 1,534 -168 -9.9% 0.05% $601K 2024-04-19 $359.75
2023 Q4 ADDED 1,702 +84 +5.2% 0.05% $532K 2024-01-10 $298.87
2023 Q3 ADDED 1,618 +13 +0.8% 0.04% $419K 2023-11-07 $257.89
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding CSL

As of 2025 Q4 β€” sorted by position size

EXCALIBUR MANAGEMENT CORP 3Y 7Y 8.3% THOMPSON DAVIS & CO., INC. 3Y 7Y 5.55% Lodge Hill Capital, LLC 3Y 7Y 3.48% Laurus Global Equity Management Inc. 3Y 2.82% Centerstone Investors, LLC 3Y 7Y 2.65% Triodos Investment Management BV 3Y 7Y 2.13% Mirabaud Asset Management Ltd 1.9% FIDUCIARY MANAGEMENT INC /WI/ 3Y 7Y 1.88% Robeco Schweiz AG 3Y 7Y 1.77% Running Oak Capital LLC 3Y 1.77%

FAQ About Cornerstone Wealth Management, LLC and CSL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cornerstone Wealth Management, LLC reported owning CSL?

Cornerstone Wealth Management, LLC reported CSL across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported CSL position in Cornerstone Wealth Management, LLC's portfolio?

The largest reported portfolio weight for CSL was 0.06% in 2024 Q3.

What is the latest reported CSL position on this page?

The most recent filing on this page is 2025 Q3, when Cornerstone Wealth Management, LLC reported 1,830 shares, equal to 0.03% of portfolio, with an estimated market value of $602K.

What does the chart on this CSL ownership page compare?

The chart compares Cornerstone Wealth Management, LLC's quarterly CSL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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