Carson Wealth (CWM LLC)’s Sony SONY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SONY Stock Details SONY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,000	Closed	-$4K	–	4078
2022 Q1	$4K	Hold	3,000	–	–	﹤0.01%	2961
2021 Q4	$13K	Buy	+3,000	New	+$71.4K	﹤0.01%	2219
2021 Q2	$5K	Hold	3,000	–	–	﹤0.01%	2379
2021 Q1	$5K	Hold	3,000	–	–	﹤0.01%	2379
2020 Q4	$5K	Hold	3,000	–	–	﹤0.01%	2379
2020 Q3	$5K	Hold	3,000	–	–	﹤0.01%	2379
2020 Q2	$5K	Hold	3,000	–	–	﹤0.01%	2376
2020 Q1	$5K	Hold	3,000	–	–	﹤0.01%	2376
2019 Q4	$5K	Hold	3,000	–	–	﹤0.01%	2376
2019 Q3	$5K	Hold	3,000	–	–	﹤0.01%	2376
2019 Q2	$5K	Hold	3,000	–	–	﹤0.01%	2376
2019 Q1	$5K	Buy	+3,000	New	+$28.1K	﹤0.01%	2375

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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. 734 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.
734 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.