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AE Wealth Management’s Sony SONY Stock Holding History

AE Wealth Management’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 		$262K Sell
12,636
-729
-5% -$16.3K ﹤0.01% 1462
2025
Q4 		$342K Buy
13,365
+689
+5% +$19.3K ﹤0.01% 1242
2025
Q3 		$365K Buy
12,676
+3,522
+38% +$94.7K ﹤0.01% 1103
2025
Q2 		$238K Buy
+9,154
New +$229K ﹤0.01% 1228
2024
Q1 		– Sell
-82,490
Closed -$1.57M – 1861
2023
Q4 		$1.57M Sell
82,490
-9,230
-10% -$160K 0.01% 989
2023
Q3 		$1.51M Sell
91,720
-465
-0.5% -$8.11K 0.01% 939
2023
Q2 		$1.66M Sell
92,185
-127,665
-58% -$2.39M 0.01% 893
2023
Q1 		$3.99M Sell
219,850
-41,475
-16% -$719K 0.03% 562
2022
Q4 		$3.99M Sell
261,325
-25,700
-9% -$384K 0.03% 536
2022
Q3 		$3.68M Sell
287,025
-71,495
-20% -$1.15M 0.03% 498
2022
Q2 		$5.86M Buy
358,520
+6,135
+2% +$109K 0.05% 386
2022
Q1 		$7.24M Buy
352,385
+9,285
+3% +$202K 0.05% 352
2021
Q4 		$8.67M Buy
343,100
+21,355
+7% +$508K 0.06% 304
2021
Q3 		$7.12M Buy
321,745
+31,795
+11% +$666K 0.06% 297
2021
Q2 		$5.64M Buy
289,950
+58,940
+26% +$1.19M 0.05% 333
2021
Q1 		$4.9M Buy
231,010
+117,420
+103% +$2.48M 0.05% 315
2020
Q4 		$2.3M Sell
113,590
-3,480
-3% -$60.5K 0.03% 453
2020
Q3 		$1.8M Sell
117,070
-1,590
-1% -$24.7K 0.03% 460
2020
Q2 		$1.64M Buy
118,660
+490
+0.4% +$6.37K 0.03% 468
2020
Q1 		$1.4M Sell
118,170
-23,140
-16% -$303K 0.03% 399
2019
Q4 		$1.92M Buy
141,310
+5,660
+4% +$70.6K 0.04% 354
2019
Q3 		$1.6M Sell
135,650
-7,255
-5% -$81.9K 0.05% 320
2019
Q2 		$1.5M Buy
+142,905
New +$1.4M 0.05% 301
2018
Q4 		– Sell
-16,845
Closed -$204K – 586
2018
Q3 		$204K Sell
16,845
-3,085
-15% -$34K 0.01% 560
2018
Q2 		$204K Buy
+19,930
New +$194K 0.01% 418

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

AE Wealth Management's SONY Position: Q1 2026 in Review

AE Wealth Management reduced its Sony (SONY) stake by 5.5% in Q1 2026, selling an estimated $16.3K and leaving 12,636 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1462.

AE Wealth Management first reported a position in SONY in Q2 2018 and has held it in 25 quarters since. The position peaked at $8.67M in Q4 2021. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • AE Wealth Management held 12,636 shares of Sony worth $262K as of Q1 2026.
  • AE Wealth Management sold 729 Sony shares in Q1 2026, an estimated $16.3K.
  • Sony made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1462 holding.
  • AE Wealth Management first reported a position in Sony in Q2 2018 and has held it in 25 quarters since.
  • AE Wealth Management's Sony position peaked at $8.67M in Q4 2021.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.