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Addison Advisors’s Sony SONY Stock Holding History

Addison Advisors’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
2026
Q2 		$18.2K Sell
905
-12,840
-93% -$271K 0.01% 350
2026
Q1 		$285K Buy
13,745
+86
+0.6% +$1.93K 0.06% 177
2025
Q4 		$350K Sell
13,659
-27
-0.2% -$758 0.08% 156
2025
Q3 		$394K Buy
13,686
+290
+2% +$7.8K 0.09% 146
2025
Q2 		$349K Buy
13,396
+51
+0.4% +$1.28K 0.09% 157
2025
Q1 		$339K Buy
13,345
+64
+0.5% +$1.48K 0.09% 146
2024
Q4 		$281K Buy
13,281
+421
+3% +$8.2K 0.08% 160
2024
Q3 		$248K Buy
12,860
+930
+8% +$17K 0.07% 185
2024
Q2 		$203K Buy
11,930
+1,200
+11% +$19.8K 0.07% 192
2024
Q1 		$184K Buy
10,730
+245
+2% +$4.5K 0.06% 198
2023
Q4 		$199K Buy
10,485
+1,075
+11% +$18.6K 0.08% 177
2023
Q3 		$155K Buy
9,410
+380
+4% +$6.63K 0.07% 184
2023
Q2 		$163K Buy
9,030
+150
+2% +$2.81K 0.08% 180
2023
Q1 		$161K Sell
8,880
-60
-0.7% -$1.04K 0.09% 161
2022
Q4 		$136K Sell
8,940
-515
-5% -$7.69K 0.08% 167
2022
Q3 		$121K Buy
9,455
+150
+2% +$2.4K 0.08% 172
2022
Q2 		$152K Sell
9,305
-370
-4% -$6.55K 0.09% 148
2022
Q1 		$199K Buy
9,675
+3,815
+65% +$82.9K 0.11% 140
2021
Q4 		$148K Buy
5,860
+5,810
+11,620% +$138K 0.09% 147
2021
Q3 		$1K Buy
+50
New +$1.05K ﹤0.01% 430

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Addison Advisors's SONY Position: Q2 2026 in Review

Addison Advisors reduced its Sony (SONY) stake by 93% in Q2 2026, selling an estimated $271K and leaving 905 shares worth $18.2K. The position accounts for 0.01% of the portfolio, ranked #350.

Addison Advisors first reported a position in SONY in Q3 2021 and has held it in 20 quarters since. The position peaked at $394K in Q3 2025. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Addison Advisors held 905 shares of Sony worth $18.2K as of Q2 2026.
  • Addison Advisors sold 12,840 Sony shares in Q2 2026, an estimated $271K.
  • Sony made up 0.01% of Addison Advisors's portfolio in Q2 2026, its #350 holding.
  • Addison Advisors first reported a position in Sony in Q3 2021 and has held it in 20 quarters since.
  • Addison Advisors's Sony position peaked at $394K in Q3 2025.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.