Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Sonic Automotive SAH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SAH Stock Details SAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$179K Sell
2,611
-247
-9% -$15.4K ﹤0.01% 2823
2025
Q4 		$177K Buy
2,858
+291
+11% +$19.3K ﹤0.01% 2667
2025
Q3 		$195K Buy
2,567
+124
+5% +$9.89K ﹤0.01% 2464
2025
Q2 		$195K Buy
2,443
+66
+3% +$4.44K ﹤0.01% 2202
2025
Q1 		$135K Buy
2,377
+88
+4% +$5.92K ﹤0.01% 2179
2024
Q4 		$145K Buy
2,289
+1,786
+355% +$111K ﹤0.01% 2044
2024
Q3 		$29K Sell
503
-20
-4% -$1.15K ﹤0.01% 3124
2024
Q2 		$28K Buy
523
+130
+33% +$7.21K ﹤0.01% 2898
2024
Q1 		$22K Buy
393
+52
+15% +$2.75K ﹤0.01% 2840
2023
Q4 		$19K Sell
341
-12
-3% -$601 ﹤0.01% 2813
2023
Q3 		$17K Buy
353
+43
+14% +$2.19K ﹤0.01% 2801
2023
Q2 		$15K Sell
310
-16
-5% -$738 ﹤0.01% 2834
2023
Q1 		$18K Buy
326
+22
+7% +$1.18K ﹤0.01% 2587
2022
Q4 		$15K Buy
304
+24
+9% +$1.15K ﹤0.01% 2574
2022
Q3 		$12K Sell
280
-62
-18% -$2.81K ﹤0.01% 2586
2022
Q2 		$13K Buy
342
+195
+133% +$8.37K ﹤0.01% 2431
2022
Q1 		$6K Buy
+147
New +$7.24K ﹤0.01% 2780
2016
Q4 		– Sell
-1,000
Closed -$19K – 1170
2016
Q3 		$19K Sell
1,000
-50
-5% -$884 ﹤0.01% 558
2016
Q2 		$18K Hold
1,050
– – ﹤0.01% 484
2016
Q1 		$19K Hold
1,050
– – ﹤0.01% 446
2015
Q4 		$24K Hold
1,050
– – ﹤0.01% 380
2015
Q3 		$21K Buy
+1,050
New +$23.5K ﹤0.01% 364
2014
Q1 		– Sell
-1,050
Closed -$26K – 420
2013
Q4 		$26K Buy
+1,050
New +$24.5K ﹤0.01% 342

Other funds holding SAH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nomura Asset Management International
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Westwood Holdings Group
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SAH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Sonic Automotive (SAH) stake by 8.6% in Q1 2026, selling an estimated $15.4K and leaving 2,611 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #2823.

Carson Wealth (CWM LLC) first reported a position in SAH in Q4 2013 and has held it in 23 quarters since. The position peaked at $195K in Q3 2025. 227 funds tracked by Wall St. Rank hold SAH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,611 shares of Sonic Automotive worth $179K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 247 Sonic Automotive shares in Q1 2026, an estimated $15.4K.
  • Sonic Automotive made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2823 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sonic Automotive in Q4 2013 and has held it in 23 quarters since.
  • Carson Wealth (CWM LLC)'s Sonic Automotive position peaked at $195K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.