Albion Financial Group’s Sony SONY Stock Holding History

Albion Financial Group’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	$9.03K	Sell	450 -38	-8%	-$801	﹤0.01%	444
2026 Q1	$10.1K	Buy	488 +38	+8%	+$851	﹤0.01%	412
2025 Q4	$11.5K	Hold	450	–	–	﹤0.01%	398
2025 Q3	$13K	Hold	450	–	–	﹤0.01%	371
2025 Q2	$11.7K	Hold	450	–	–	﹤0.01%	351
2025 Q1	$11.4K	Hold	450	–	–	﹤0.01%	360
2024 Q4	$9.52K	Buy	+450	New	+$8.77K	﹤0.01%	404
2021 Q4	–	Sell	-40	Closed	-$1K	–	685
2021 Q3	$1K	Hold	40	–	–	﹤0.01%	508
2021 Q2	$1K	Buy	+40	New	+$811	﹤0.01%	505
2020 Q4	$1K	Buy	+40	New	+$696	﹤0.01%	474

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Albion Financial Group's SONY Position: Q2 2026 in Review

Albion Financial Group reduced its Sony (SONY) stake by 7.8% in Q2 2026, selling an estimated $801 and leaving 450 shares worth $9.03K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Albion Financial Group first reported a position in SONY in Q4 2020 and has held it in 10 quarters since. The position peaked at $13K in Q3 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Albion Financial Group held 450 shares of Sony worth $9.03K as of Q2 2026.
Albion Financial Group sold 38 Sony shares in Q2 2026, an estimated $801.
Sony made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #444 holding.
Albion Financial Group first reported a position in Sony in Q4 2020 and has held it in 10 quarters since.
Albion Financial Group's Sony position peaked at $13K in Q3 2025.
737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.