Position in SONY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,693,597
-$1,624,470 QoQ
Shares Held
275,053
-3.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SONY Over Time
Shares Held
Position Value (USD)
Derivatives in SONY
reported options exposure · as of Dec 31, 2022CallValue
$45,768
CallShares
3,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Consumer Electronics
Technology · as of Mar 31, 2026CWM, LLC holds $700,081,823 across 8 Consumer Electronics names. SONY ranks #2 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAPL |
Apple Inc.
|
2,730,847 | $693,061,660 | |
| 2 | SONY |
Sony Group Corp
This page
|
275,053 | $5,693,597 | |
| 3 | SONO |
Sonos Inc
|
81,359 | $1,090,210 | |
| 4 | LPL |
LG Display Co., Ltd.
|
38,189 | $148,173 | |
| 5 | VUZI |
Vuzix Corp
|
20,435 | $47,204 | |
| 6 | TBCH |
Turtle Beach Corp
|
3,960 | $40,154 | |
| 7 | GPRO |
GoPro, Inc.
|
1,032 | $794 | |
| 8 | RIME |
Algorhythm Holdings, Inc.
|
29 | $31 |
All Filings in SONY
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35 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,693,597 | 275,053 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,318,067 | 285,862 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $8,233,565 | 285,987 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $7,701,964 | 295,888 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $7,685,959 | 302,716 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $6,736,032 | 318,338 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $6,700,123 | 69,381 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $6,094,567 | 71,743 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $6,379,141 | 74,401 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $8,231,685 | 86,933 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $7,505,985 | 91,081 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $8,122,328 | 90,208 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $8,786,795 | 96,931 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $7,444,851 | 97,599 | Shares | Sole | 2023-02-01 | |
| 2022-12-31 | $45,768 | 600 | Call | Sole | 2023-02-01 | |
| 2022-09-30 | $38,430 | 600 | Call | Sole | 2022-10-27 | |
| 2022-09-30 | $6,222,649 | 97,153 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $49,062 | 600 | Call | Sole | 2022-07-28 | |
| 2022-06-30 | $7,616,957 | 93,151 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $4,000 | 600 | Call | Sole | 2022-04-21 | |
| 2022-03-31 | $9,224,590 | 89,812 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $11,535,390 | 91,261 | Shares | Sole | 2022-01-31 | |
| 2021-12-31 | $13,000 | 600 | Call | Sole | 2022-01-31 | |
| 2021-06-30 | $1,377,024 | 14,164 | Shares | Sole | 2021-09-15 | |
| 2021-06-30 | $5,000 | 600 | Call | Sole | 2021-09-15 | |
| 2021-03-31 | $1,501,525 | 14,164 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $5,000 | 600 | Call | Sole | 2021-09-15 | |
| 2020-12-31 | $5,000 | 600 | Call | Sole | 2021-09-15 | |
| 2020-12-31 | $1,431,980 | 14,164 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $5,000 | 600 | Call | Sole | 2021-09-15 | |
| 2020-09-30 | $1,087,087 | 14,164 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $979,157 | 14,164 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $5,000 | 600 | Call | Sole | 2021-09-15 | |
| 2020-03-31 | $838,225 | 14,164 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $5,000 | 600 | Call | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||