CSL CARLISLE COS INC

Ownership history in HM PAYSON & CO  ·  11 quarters on record

AI Ownership Summary

HM PAYSON & CO reported CARLISLE COS INC (CSL) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.56% in 2025 Q3. The latest visible filing shows CSL at 0.34% 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 HM PAYSON & CO'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
2026 Q1

CSL was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2025 Q3

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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.

How HM PAYSON & CO held CSL — position size vs. price
% of Fund (quarterly)    CSL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 69,917 -8,755 -11.1% 0.34% $23.3M 2026-04-13 $356.83
2025 Q4 REDUCED 78,672 -39,138 -33.2% 0.35% $25.2M 2026-02-12 $415.43
2025 Q3 ADDED 117,810 +117,710 +117710.0% 0.56% $38.8M 2025-10-17 $321.87
2025 Q1 UNCHANGED 100 0% 0.00% $34K 2025-04-29 $374.85
2024 Q4 UNCHANGED 100 0% 0.00% $37K 2025-02-07 $345.54
2024 Q3 UNCHANGED 100 0% 0.00% $45K 2024-10-28 $414.13
2024 Q2 UNCHANGED 100 0% 0.00% $41K 2024-08-13 $388.09
2024 Q1 ADDED 100 +35 +53.8% 0.00% $39K 2024-06-20 $412.07
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HM PAYSON & CO and CSL

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

How long has HM PAYSON & CO reported owning CSL?

HM PAYSON & CO reported CSL across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported CSL position in HM PAYSON & CO's portfolio?

The largest reported portfolio weight for CSL was 0.56% in 2025 Q3.

What is the latest reported CSL position on this page?

The most recent filing on this page is 2026 Q1, when HM PAYSON & CO reported 69,917 shares, equal to 0.34% of portfolio, with an estimated market value of $23.3M.

What does the chart on this CSL ownership page compare?

The chart compares HM PAYSON & CO'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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