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Atwood & Palmer’s Sony SONY Stock Holding History

Atwood & Palmer’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 		$101 Buy
+5
New +$105 ﹤0.01% 486
2024
Q2 		– Sell
-1,293,090
Closed -$22.2M – 452
2024
Q1 		$22.2M Buy
1,293,090
+11,215
+0.9% +$206K 1.68% 26
2023
Q4 		$24.3M Sell
1,281,875
-560
-0% -$9.71K 1.96% 22
2023
Q3 		$21.1M Buy
1,282,435
+150
+0% +$2.62K 1.85% 23
2023
Q2 		$23.1M Buy
1,282,285
+25,700
+2% +$482K 2.07% 20
2023
Q1 		$22.8M Sell
1,256,585
-1,295
-0.1% -$22.4K 2.14% 18
2022
Q4 		$19.2M Buy
1,257,880
+24,335
+2% +$363K 1.73% 21
2022
Q3 		$15.8M Buy
1,233,545
+12,475
+1% +$200K 1.57% 25
2022
Q2 		$20M Buy
1,221,070
+12,410
+1% +$220K 1.95% 22
2022
Q1 		$24.8M Buy
1,208,660
+32,400
+3% +$704K 2.14% 19
2021
Q4 		$29.7M Sell
1,176,260
-10,505
-0.9% -$250K 2.49% 12
2021
Q3 		$26.2M Buy
1,186,765
+2,875
+0.2% +$60.2K 2.34% 14
2021
Q2 		$23M Sell
1,183,890
-96,150
-8% -$1.95M 2.07% 15
2021
Q1 		$27.1M Sell
1,280,040
-5,695
-0.4% -$120K 2.61% 12
2020
Q4 		$26M Sell
1,285,735
-18,195
-1% -$316K 2.79% 9
2020
Q3 		$20M Sell
1,303,930
-4,450
-0.3% -$69.2K 2.52% 13
2020
Q2 		$18.1M Sell
1,308,380
-6,035
-0.5% -$78.4K 2.45% 14
2020
Q1 		$15.6M Sell
1,314,415
-1,325
-0.1% -$17.4K 2.44% 15
2019
Q4 		$17.9M Sell
1,315,740
-60,495
-4% -$754K 2.3% 21
2019
Q3 		$16.3M Sell
1,376,235
-66,790
-5% -$754K 2.19% 20
2019
Q2 		$15.1M Buy
1,443,025
+4,595
+0.3% +$45.1K 2.04% 19
2019
Q1 		$12.2M Buy
1,438,430
+3,905
+0.3% +$36.6K 1.72% 23
2018
Q4 		$13.9M Buy
1,434,525
+11,000
+0.8% +$116K 2.2% 17
2018
Q3 		$17.3M Buy
1,423,525
+21,975
+2% +$242K 2.25% 17
2018
Q2 		$14.4M Buy
1,401,550
+495,300
+55% +$4.82M 1.97% 19
2018
Q1 		$8.76M Buy
+906,250
New +$8.93M 1.25% 28

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

Atwood & Palmer's SONY Position: Q2 2026 in Review

Atwood & Palmer opened a new position in Sony (SONY) in Q2 2026: 5 shares worth $101. The stake represents ﹤0.01% of the portfolio and ranks #486 among its holdings. This is a return to the name: Atwood & Palmer previously reported a position in SONY as recently as Q1 2024.

Atwood & Palmer first reported a position in SONY in Q1 2018 and has held it in 26 quarters since. The position peaked at $29.7M in Q4 2021. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Atwood & Palmer held 5 shares of Sony worth $101 as of Q2 2026.
  • Sony was a new Atwood & Palmer position in Q2 2026.
  • Sony made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #486 holding.
  • Atwood & Palmer first reported a position in Sony in Q1 2018 and has held it in 26 quarters since.
  • Atwood & Palmer's Sony position peaked at $29.7M in Q4 2021.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.