Beaumont Financial Advisors, LLC
Position in CRS — Carpenter Technology Corp
CIK 1957394
NEEDHAM, MA
Position in CRS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,856,071
+$400,476 QoQ
Shares Held
3,009
-18.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#368
of 873 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRS Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026Beaumont Financial Advisors, LLC holds $1,856,071 across 1 Metal Fabrication name. CRS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRS |
Carpenter Technology Corp
This page
|
3,009 | $1,856,071 |
All Filings in CRS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,856,071 | 3,009 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,455,595 | 3,693 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,320,124 | 4,193 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,273,370 | 5,186 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,433,030 | 5,185 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $939,418 | 5,185 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $879,946 | 5,185 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $827,422 | 5,185 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $677,752 | 6,185 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $441,732 | 6,185 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $437,898 | 6,185 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $415,693 | 6,185 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $347,164 | 6,185 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $276,840 | 6,185 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $228,473 | 6,185 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||