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AXXCESS WEALTH MANAGEMENT, LLC

Position in CRS — Carpenter Technology Corp

CIK 1911056 CARLSBAD, CA

Position in CRS

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$985,093
+$384,803 QoQ
Shares Held
1,597
+4.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#467
of 873 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CRS Over Time

Shares Held

Position Value (USD)

Position in Metal Fabrication

Industrials · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $1,663,617 across 3 Metal Fabrication names. CRS ranks #1 (59.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CRS
Carpenter Technology Corp
This page
1,597 $985,093

All Filings in CRS

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5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $985,093 1,597
2026-03-31 $600,290 1,523
2025-12-31 $696,740 2,213
2025-09-30 $338,354 1,378
2025-06-30 $204,521 740