Atomi Financial Group’s Sony SONY Stock Holding History

Atomi 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 Q1	$2.03M	Sell	98,177 -18,301	-16%	-$410K	0.06%	243
2025 Q4	$2.98M	Buy	116,478 +6,521	+6%	+$183K	0.09%	173
2025 Q3	$3.17M	Buy	109,957 +9,169	+9%	+$247K	0.1%	145
2025 Q2	$2.62M	Buy	100,788 +3,529	+4%	+$88.3K	0.1%	150
2025 Q1	$2.47M	Buy	97,259 +15,336	+19%	+$354K	0.11%	144
2024 Q4	$1.73M	Buy	81,923 +12,628	+18%	+$246K	0.09%	164
2024 Q3	$1.34M	Buy	69,295 +20,140	+41%	+$367K	0.08%	187
2024 Q2	$835K	Buy	49,155 +9,450	+24%	+$156K	0.06%	249
2024 Q1	$681K	Buy	39,705 +3,875	+11%	+$71.2K	0.06%	252
2023 Q4	$679K	Buy	+35,830	New	+$622K	0.09%	198

Other funds holding SONY

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Atomi Financial Group's SONY Position: Q1 2026 in Review

Atomi Financial Group reduced its Sony (SONY) stake by 16% in Q1 2026, selling an estimated $410K and leaving 98,177 shares worth $2.03M. The position accounts for 0.06% of the portfolio, ranked #243.

Atomi Financial Group first reported a position in SONY in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.17M in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Atomi Financial Group held 98,177 shares of Sony worth $2.03M as of Q1 2026.
Atomi Financial Group sold 18,301 Sony shares in Q1 2026, an estimated $410K.
Sony made up 0.06% of Atomi Financial Group's portfolio in Q1 2026, its #243 holding.
Atomi Financial Group first reported a position in Sony in Q4 2023 and has held it in 10 quarters since.
Atomi Financial Group's Sony position peaked at $3.17M in Q3 2025.
733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.