Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Sonos SONO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SONO Stock Details SONO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.09M Buy
81,359
+12,869
+19% +$194K ﹤0.01% 1489
2025
Q4 		$1.2M Buy
68,490
+4,314
+7% +$75.2K ﹤0.01% 1387
2025
Q3 		$1.01M Buy
64,176
+4,280
+7% +$54.9K ﹤0.01% 1401
2025
Q2 		$647K Buy
59,896
+57,129
+2,065% +$556K ﹤0.01% 1479
2025
Q1 		$30K Sell
2,767
-106
-4% -$1.39K ﹤0.01% 3393
2024
Q4 		$43K Buy
2,873
+702
+32% +$9.45K ﹤0.01% 2921
2024
Q3 		$27K Buy
2,171
+58
+3% +$737 ﹤0.01% 3187
2024
Q2 		$31K Buy
2,113
+385
+22% +$6.39K ﹤0.01% 2821
2024
Q1 		$33K Buy
1,728
+257
+17% +$4.55K ﹤0.01% 2583
2023
Q4 		$25K Buy
1,471
+461
+46% +$6.22K ﹤0.01% 2637
2023
Q3 		$13K Sell
1,010
-1,128
-53% -$16.7K ﹤0.01% 3005
2023
Q2 		$35K Buy
2,138
+1,085
+103% +$19.2K ﹤0.01% 2258
2023
Q1 		$21K Buy
1,053
+147
+16% +$2.8K ﹤0.01% 2483
2022
Q4 		$15K Buy
906
+97
+12% +$1.58K ﹤0.01% 2578
2022
Q3 		$11K Sell
809
-59
-7% -$1.05K ﹤0.01% 2645
2022
Q2 		$16K Buy
868
+799
+1,158% +$17.9K ﹤0.01% 2276
2022
Q1 		$2K Buy
69
+65
+1,625% +$1.73K ﹤0.01% 3224
2021
Q4 		$0 Buy
+4
New +$127 ﹤0.01% 3637

Other funds holding SONO

CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Sonos (SONO) stake by 19% in Q1 2026, buying an estimated $194K and bringing the position to 81,359 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1489.

Carson Wealth (CWM LLC) first reported a position in SONO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.2M in Q4 2025. 291 funds tracked by Wall St. Rank hold SONO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 81,359 shares of Sonos worth $1.09M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 12,869 Sonos shares in Q1 2026, an estimated $194K.
  • Sonos made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1489 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sonos in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Sonos position peaked at $1.2M in Q4 2025.
  • 291 funds tracked by Wall St. Rank held Sonos as of Q1 2026.

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