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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
Q2 		$2.13M Buy
106,076
+7,899
+8% +$166K 0.06% 253
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
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

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

Atomi Financial Group increased its Sony (SONY) stake by 8% in Q2 2026, buying an estimated $166K and bringing the position to 106,076 shares worth $2.13M. The position accounts for 0.06% of the portfolio, ranked #253.

Atomi Financial Group first reported a position in SONY in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.17M in Q3 2025. 742 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Atomi Financial Group held 106,076 shares of Sony worth $2.13M as of Q2 2026.
  • Atomi Financial Group bought 7,899 Sony shares in Q2 2026, an estimated $166K.
  • Sony made up 0.06% of Atomi Financial Group's portfolio in Q2 2026, its #253 holding.
  • Atomi Financial Group first reported a position in Sony in Q4 2023 and has held it in 11 quarters since.
  • Atomi Financial Group's Sony position peaked at $3.17M in Q3 2025.
  • 742 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.