Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Sanofi SNY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SNY Stock Details SNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.5M Sell
114,116
-1,405
-1% -$65.5K 0.01% 774
2025
Q4 		$5.6M Sell
115,521
-714
-0.6% -$35.4K 0.02% 737
2025
Q3 		$5.49M Buy
116,235
+2,910
+3% +$140K 0.02% 673
2025
Q2 		$5.47M Buy
113,325
+4,815
+4% +$246K 0.02% 559
2025
Q1 		$6.02M Sell
108,510
-4,631
-4% -$251K 0.02% 472
2024
Q4 		$5.46M Sell
113,141
-9,427
-8% -$479K 0.02% 455
2024
Q3 		$7.06M Sell
122,568
-9,561
-7% -$516K 0.03% 372
2024
Q2 		$6.41M Sell
132,129
-458
-0.3% -$22.1K 0.03% 372
2024
Q1 		$6.44M Sell
132,587
-2,240
-2% -$109K 0.03% 372
2023
Q4 		$6.71M Sell
134,827
-3,323
-2% -$162K 0.04% 347
2023
Q3 		$7.41M Sell
138,150
-11,766
-8% -$627K 0.05% 290
2023
Q2 		$8.08M Sell
149,916
-16,082
-10% -$865K 0.05% 264
2023
Q1 		$9.03M Sell
165,998
-5,370
-3% -$261K 0.06% 230
2022
Q4 		$8.3M Buy
171,368
+2,190
+1% +$96.1K 0.06% 224
2022
Q3 		$6.43M Buy
169,178
+8,382
+5% +$374K 0.05% 250
2022
Q2 		$8.04M Buy
160,796
+4,381
+3% +$233K 0.06% 228
2022
Q1 		$8.03M Buy
156,415
+4,476
+3% +$231K 0.06% 237
2021
Q4 		$7.61M Buy
+151,939
New +$7.52M 0.05% 253
2021
Q2 		$8.17M Hold
155,230
– – 0.07% 224
2021
Q1 		$8.17M Hold
155,230
– – 0.07% 224
2020
Q4 		$8.17M Hold
155,230
– – 0.07% 224
2020
Q3 		$8.17M Hold
155,230
– – 0.07% 224
2020
Q2 		$8.17M Hold
155,230
– – 0.07% 224
2020
Q1 		$8.17M Hold
155,230
– – 0.07% 224
2019
Q4 		$8.17M Hold
155,230
– – 0.07% 224
2019
Q3 		$8.17M Hold
155,230
– – 0.07% 224
2019
Q2 		$8.17M Hold
155,230
– – 0.07% 224
2019
Q1 		$8.17M Buy
155,230
+126,713
+444% +$5.43M 0.07% 224
2018
Q4 		$1.24M Buy
28,517
+22,246
+355% +$981K 0.03% 342
2018
Q3 		$280K Buy
6,271
+6,051
+2,750% +$258K 0.01% 454
2018
Q2 		$9K Buy
220
+160
+267% +$6.3K ﹤0.01% 1038
2018
Q1 		$2K Sell
60
-44
-42% -$1.83K ﹤0.01% 1203
2017
Q4 		$4K Sell
104
-230
-69% -$10.6K ﹤0.01% 1155
2017
Q3 		$17K Buy
334
+284
+568% +$13.7K ﹤0.01% 757
2017
Q2 		$2K Buy
+50
New +$2.39K ﹤0.01% 1031
2016
Q4 		– Sell
-827
Closed -$32K – 1175
2016
Q3 		$32K Buy
+827
New +$33.2K ﹤0.01% 491
2016
Q1 		– Sell
-158
Closed -$7K – 809
2015
Q4 		$7K Sell
158
-518
-77% -$23.8K ﹤0.01% 498
2015
Q3 		$32K Buy
+676
New +$34.4K ﹤0.01% 325

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Sanofi (SNY) stake by 1.2% in Q1 2026, selling an estimated $65.5K and leaving 114,116 shares worth $5.5M. The position accounts for 0.01% of the portfolio, ranked #774.

Carson Wealth (CWM LLC) first reported a position in SNY in Q3 2015 and has held it in 38 quarters since. The position peaked at $9.03M in Q1 2023. 745 funds tracked by Wall St. Rank hold SNY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 114,116 shares of Sanofi worth $5.5M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,405 Sanofi shares in Q1 2026, an estimated $65.5K.
  • Sanofi made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #774 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sanofi in Q3 2015 and has held it in 38 quarters since.
  • Carson Wealth (CWM LLC)'s Sanofi position peaked at $9.03M in Q1 2023.
  • 745 funds tracked by Wall St. Rank held Sanofi as of Q1 2026.

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