Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Sinclair Inc SBGI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SBGI Stock Details SBGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$84.7K Buy
6,543
+1,131
+21% +$16.4K ﹤0.01% 3407
2025
Q4 		$83K Buy
5,412
+4,147
+328% +$61.6K ﹤0.01% 3206
2025
Q3 		$19K Buy
1,265
+104
+9% +$1.49K ﹤0.01% 4164
2025
Q2 		$16K Sell
1,161
-331
-22% -$4.71K ﹤0.01% 4050
2025
Q1 		$24K Buy
1,492
+75
+5% +$1.14K ﹤0.01% 3543
2024
Q4 		$23K Buy
1,417
+181
+15% +$3.05K ﹤0.01% 3352
2024
Q3 		$19K Buy
1,236
+63
+5% +$880 ﹤0.01% 3403
2024
Q2 		$16K Buy
1,173
+1,023
+682% +$13.1K ﹤0.01% 3274
2024
Q1 		$2K Sell
150
-226
-60% -$3.23K ﹤0.01% 4031
2023
Q4 		$5K Buy
376
+259
+221% +$3.18K ﹤0.01% 3540
2023
Q3 		$1K Buy
+117
New +$1.51K ﹤0.01% 4071
2023
Q2 		– Sell
-373
Closed -$6K – 4430
2023
Q1 		$6K Buy
373
+65
+21% +$1.13K ﹤0.01% 3235
2022
Q4 		$5K Buy
308
+223
+262% +$3.97K ﹤0.01% 3219
2022
Q3 		$2K Hold
85
– – ﹤0.01% 3530
2022
Q2 		$2K Hold
85
– – ﹤0.01% 3399
2022
Q1 		$2K Buy
85
+80
+1,600% +$2.22K ﹤0.01% 3220
2021
Q4 		$0 Buy
+5
New +$133 ﹤0.01% 3627

Other funds holding SBGI

GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
CC
Converium Capital Montreal $783M AUM

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

Carson Wealth (CWM LLC) increased its Sinclair Inc (SBGI) stake by 21% in Q1 2026, buying an estimated $16.4K and bringing the position to 6,543 shares worth $84.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3407.

Carson Wealth (CWM LLC) first reported a position in SBGI in Q4 2021 and has held it in 17 quarters since. 170 funds tracked by Wall St. Rank hold SBGI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,543 shares of Sinclair Inc worth $84.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,131 Sinclair Inc shares in Q1 2026, an estimated $16.4K.
  • Sinclair Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3407 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sinclair Inc in Q4 2021 and has held it in 17 quarters since.
  • 170 funds tracked by Wall St. Rank held Sinclair Inc as of Q1 2026.

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