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Alhambra Investment Management’s Sony SONY Stock Holding History

Alhambra Investment 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
Q2 		$899K Sell
44,803
-1,826
-4% -$38.5K 0.39% 59
2026
Q1 		$965K Buy
46,629
+6,385
+16% +$143K 0.45% 58
2025
Q4 		$1.03M Buy
40,244
+852
+2% +$23.9K 0.48% 52
2025
Q3 		$1.13M Sell
39,392
-599
-1% -$16.1K 0.54% 49
2025
Q2 		$1.04M Buy
39,991
+1,483
+4% +$37.1K 0.52% 50
2025
Q1 		$978K Sell
38,508
-1,477
-4% -$34.1K 0.5% 46
2024
Q4 		$846K Sell
39,985
-3,465
-8% -$67.5K 0.43% 55
2024
Q3 		$839K Buy
43,450
+3,055
+8% +$55.7K 0.44% 59
2024
Q2 		$686K Buy
+40,395
New +$668K 0.38% 65
2022
Q1 		– Sell
-34,570
Closed -$874K – 162
2021
Q4 		$874K Sell
34,570
-635
-2% -$15.1K 0.61% 47
2021
Q3 		$779K Buy
35,205
+3,340
+10% +$69.9K 0.6% 53
2021
Q2 		$620K Sell
31,865
-135
-0.4% -$2.73K 0.47% 66
2021
Q1 		$678K Buy
32,000
+3,585
+13% +$75.7K 0.55% 52
2020
Q4 		$575K Sell
28,415
-1,435
-5% -$25K 0.61% 53
2020
Q3 		$458K Sell
29,850
-1,560
-5% -$24.3K 0.55% 59
2020
Q2 		$434K Buy
31,410
+905
+3% +$11.8K 0.57% 49
2020
Q1 		$361K Sell
30,505
-4,065
-12% -$53.3K 0.59% 46
2019
Q4 		$470K Buy
+34,570
New +$431K 0.54% 53

Other funds holding SONY

PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

Alhambra Investment Management's SONY Position: Q2 2026 in Review

Alhambra Investment Management reduced its Sony (SONY) stake by 3.9% in Q2 2026, selling an estimated $38.5K and leaving 44,803 shares worth $899K. The position accounts for 0.39% of the portfolio, ranked #59.

Alhambra Investment Management first reported a position in SONY in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.13M in Q3 2025. 237 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Alhambra Investment Management held 44,803 shares of Sony worth $899K as of Q2 2026.
  • Alhambra Investment Management sold 1,826 Sony shares in Q2 2026, an estimated $38.5K.
  • Sony made up 0.39% of Alhambra Investment Management's portfolio in Q2 2026, its #59 holding.
  • Alhambra Investment Management first reported a position in Sony in Q4 2019 and has held it in 18 quarters since.
  • Alhambra Investment Management's Sony position peaked at $1.13M in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Alhambra Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.