Carson Wealth (CWM LLC)’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.69M | Sell |
275,053
-10,809
| -4% | -$242K | 0.02% | 750 |
|
|
2025
Q4 | $7.32M | Sell |
285,862
-125
| -0% | -$3.51K | 0.02% | 634 |
|
|
2025
Q3 | $8.23M | Sell |
285,987
-9,901
| -3% | -$266K | 0.02% | 533 |
|
|
2025
Q2 | $7.7M | Sell |
295,888
-6,828
| -2% | -$171K | 0.03% | 464 |
|
|
2025
Q1 | $7.69M | Sell |
302,716
-15,622
| -5% | -$361K | 0.03% | 411 |
|
|
2024
Q4 | $6.74M | Sell |
318,338
-28,567
| -8% | -$556K | 0.03% | 410 |
|
|
2024
Q3 | $6.7M | Sell |
346,905
-11,810
| -3% | -$215K | 0.03% | 385 |
|
|
2024
Q2 | $6.09M | Sell |
358,715
-13,290
| -4% | -$220K | 0.03% | 379 |
|
|
2024
Q1 | $6.38M | Sell |
372,005
-62,660
| -14% | -$1.15M | 0.03% | 374 |
|
|
2023
Q4 | $8.23M | Sell |
434,665
-20,740
| -5% | -$360K | 0.04% | 301 |
|
|
2023
Q3 | $7.51M | Buy |
455,405
+4,365
| +1% | +$76.2K | 0.05% | 288 |
|
|
2023
Q2 | $8.12M | Sell |
451,040
-33,615
| -7% | -$630K | 0.05% | 262 |
|
|
2023
Q1 | $8.79M | Sell |
484,655
-3,340
| -0.7% | -$57.9K | 0.06% | 232 |
|
|
2022
Q4 | $7.45M | Buy |
487,995
+2,230
| +0.5% | +$33.3K | 0.05% | 242 |
|
|
2022
Q3 | $6.22M | Buy |
485,765
+20,010
| +4% | +$321K | 0.05% | 253 |
|
|
2022
Q2 | $7.62M | Buy |
465,755
+16,695
| +4% | +$296K | 0.06% | 235 |
|
|
2022
Q1 | $9.22M | Sell |
449,060
-7,245
| -2% | -$157K | 0.07% | 214 |
|
|
2021
Q4 | $11.5M | Buy |
+456,305
| New | +$10.9M | 0.08% | 200 |
|
|
2021
Q2 | $1.38M | Hold |
70,820
| – | – | 0.01% | 510 |
|
|
2021
Q1 | $1.38M | Hold |
70,820
| – | – | 0.01% | 510 |
|
|
2020
Q4 | $1.38M | Hold |
70,820
| – | – | 0.01% | 510 |
|
|
2020
Q3 | $1.38M | Hold |
70,820
| – | – | 0.01% | 510 |
|
|
2020
Q2 | $1.38M | Hold |
70,820
| – | – | 0.01% | 510 |
|
|
2020
Q1 | $1.38M | Hold |
70,820
| – | – | 0.01% | 510 |
|
|
2019
Q4 | $1.38M | Hold |
70,820
| – | – | 0.01% | 510 |
|
|
2019
Q3 | $1.38M | Hold |
70,820
| – | – | 0.01% | 510 |
|
|
2019
Q2 | $1.38M | Hold |
70,820
| – | – | 0.01% | 510 |
|
|
2019
Q1 | $1.38M | Buy |
70,820
+69,065
| +3,935% | +$647K | 0.01% | 510 |
|
|
2018
Q4 | $17K | Buy |
1,755
+1,055
| +151% | +$11.2K | ﹤0.01% | 1191 |
|
|
2018
Q3 | $9K | Sell |
700
-120
| -15% | -$1.32K | ﹤0.01% | 1201 |
|
|
2018
Q2 | $8K | Hold |
820
| – | – | ﹤0.01% | 1084 |
|
|
2018
Q1 | $8K | Buy |
820
+250
| +44% | +$2.46K | ﹤0.01% | 904 |
|
|
2017
Q4 | $5K | Hold |
570
| – | – | ﹤0.01% | 1103 |
|
|
2017
Q3 | $4K | Hold |
570
| – | – | ﹤0.01% | 1159 |
|
|
2017
Q2 | $4K | Hold |
570
| – | – | ﹤0.01% | 926 |
|
|
2017
Q1 | $4K | Hold |
570
| – | – | ﹤0.01% | 908 |
|
|
2016
Q4 | $3K | Hold |
570
| – | – | ﹤0.01% | 937 |
|
|
2016
Q3 | $4K | Buy |
+570
| New | +$3.65K | ﹤0.01% | 850 |
|
Other funds holding SONY
MIP
Carson Wealth (CWM LLC)'s SONY Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Sony (SONY) stake by 3.8% in Q1 2026, selling an estimated $242K and leaving 275,053 shares worth $5.69M. The position accounts for 0.02% of the portfolio, ranked #750.
Carson Wealth (CWM LLC) first reported a position in SONY in Q3 2016 and has held it in 38 quarters since. The position peaked at $11.5M in Q4 2021. 736 funds tracked by Wall St. Rank hold SONY as of Q1 2026.
- Carson Wealth (CWM LLC) held 275,053 shares of Sony worth $5.69M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 10,809 Sony shares in Q1 2026, an estimated $242K.
- Sony made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #750 holding.
- Carson Wealth (CWM LLC) first reported a position in Sony in Q3 2016 and has held it in 38 quarters since.
- Carson Wealth (CWM LLC)'s Sony position peaked at $11.5M in Q4 2021.
- 736 funds tracked by Wall St. Rank held Sony as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.