CWM, LLC

CIK

1535847

City

OMAHA

State / Country

Stock

SONY — Sony Group Corp

Top Portfolio Positions

3,817 positions · $13,986,757,648 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	2,740,547	$695,523,423	4.97%
SPY	Spdr S&P 500 ETF Trust	1,041,969	$677,634,119	4.84%
NVDA	Nvidia Corp Technology	3,486,955	$608,124,952	4.35%
MSFT	Microsoft Corp Technology	1,189,360	$440,265,391	3.15%
AMZN	Amazon Com Inc Consumer Cyclical	1,622,786	$337,977,640	2.42%
QQQ	Invesco Qqq Trust, Series 1	490,751	$283,251,662	2.03%
GOOGL	Alphabet Inc. Communication Services	962,835	$276,872,832	1.98%
AVGO	Broadcom Inc. Technology	667,208	$206,507,548	1.48%
BRK-B	Berkshire Hathaway Inc Financial Services	394,551	$189,068,839	1.35%
WMT	Walmart Inc. Consumer Defensive	1,417,724	$176,194,738	1.26%

Portfolio Trend

24 quarters · across all stocks

Holdings in SONY

Compact Export CSV

Shares Held

Position Value (USD)

35 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,693,597	275,053	-3.8%	Shares	Sole	2026-05-14
2025-12-31	$7,318,067	285,862	-0.0%	Shares	Sole	2026-01-26
2025-09-30	$8,233,565	285,987	-3.3%	Shares	Sole	2025-10-15
2025-06-30	$7,701,964	295,888	-2.3%	Shares	Sole	2025-07-25
2025-03-31	$7,685,959	302,716	-4.9%	Shares	Sole	2025-05-01
2024-12-31	$6,736,032	318,338	+358.8%	Shares	Sole	2025-02-04
2024-09-30	$1,340,024	69,381	-3.3%	Shares	Sole	2024-10-08
2024-06-30	$1,218,913	71,743	-3.6%	Shares	Sole	2024-07-10
2024-03-31	$1,275,828	74,401	-14.4%	Shares	Sole	2024-04-05
2023-12-31	$1,646,337	86,933	-4.6%	Shares	Sole	2024-02-01
2023-09-30	$1,501,197	91,081	+1.0%	Shares	Sole	2023-10-11
2023-06-30	$1,624,465	90,208	-6.9%	Shares	Sole	2023-08-03
2023-03-31	$1,757,359	96,931	-0.7%	Shares	Sole	2023-05-01
2022-12-31	$1,488,970	97,599	+16166.5%	Shares	Sole	2023-02-01
2022-12-31	$9,153	600	0.0%	Call	Sole	2023-02-01
2022-09-30	$7,686	600	-99.4%	Call	Sole	2022-10-27
2022-09-30	$1,244,529	97,153	+16092.2%	Shares	Sole	2022-10-27
2022-06-30	$9,812	600	-99.4%	Call	Sole	2022-07-28
2022-06-30	$1,523,391	93,151	+15425.2%	Shares	Sole	2022-07-28
2022-03-31	$12,325	600	-99.3%	Call	Sole	2022-04-21
2022-03-31	$1,844,918	89,812	-1.6%	Shares	Sole	2022-04-21
2021-12-31	$2,307,078	91,261	+15110.2%	Shares	Sole	2022-01-31
2021-12-31	$15,168	600	-95.8%	Call	Sole	2022-01-31
2021-06-30	$275,404	14,164	+2260.7%	Shares	Sole	2021-09-15
2021-06-30	$11,666	600	0.0%	Call	Sole	2021-09-15
2021-03-31	$12,721	600	-95.8%	Call	Sole	2021-09-15
2021-03-31	$300,305	14,164	+2260.7%	Shares	Sole	2021-09-15
2020-12-31	$12,132	600	-95.8%	Call	Sole	2021-09-15
2020-12-31	$286,396	14,164	0.0%	Shares	Sole	2021-09-15
2020-09-30	$217,417	14,164	+2260.7%	Shares	Sole	2021-09-15
2020-09-30	$9,210	600	0.0%	Call	Sole	2021-09-15
2020-06-30	$8,295	600	-95.8%	Call	Sole	2021-09-15
2020-06-30	$195,831	14,164	0.0%	Shares	Sole	2021-09-15
2020-03-31	$167,645	14,164	+2260.7%	Shares	Sole	2021-09-15
2020-03-31	$7,101	600	—	Call	Sole	2021-09-15
No 13F history on record for this holder in this stock.