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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
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 $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Addison Advisors's SONY Position: Q1 2026 in Review

Addison Advisors increased its Sony (SONY) stake by 0.63% in Q1 2026, buying an estimated $1.93K and bringing the position to 13,745 shares worth $285K. The position accounts for 0.06% of the portfolio, ranked #177.

Addison Advisors first reported a position in SONY in Q3 2021 and has held it in 19 quarters since. The position peaked at $394K in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Addison Advisors held 13,745 shares of Sony worth $285K as of Q1 2026.
  • Addison Advisors bought 86 Sony shares in Q1 2026, an estimated $1.93K.
  • Sony made up 0.06% of Addison Advisors's portfolio in Q1 2026, its #177 holding.
  • Addison Advisors first reported a position in Sony in Q3 2021 and has held it in 19 quarters since.
  • Addison Advisors's Sony position peaked at $394K in Q3 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.