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Axxcess Wealth Management’s Sony SONY Stock Holding History

Axxcess Wealth 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
Q1 		– Sell
-10,788
Closed -$276K – 915
2025
Q4 		$276K Sell
10,788
-602
-5% -$16.9K ﹤0.01% 873
2025
Q3 		$328K Buy
11,390
+660
+6% +$17.7K 0.01% 735
2025
Q2 		$279K Buy
10,730
+77
+0.7% +$1.93K 0.01% 740
2025
Q1 		$270K Sell
10,653
-323
-3% -$7.46K 0.01% 716
2024
Q4 		$232K Sell
10,976
-834
-7% -$16.2K 0.01% 760
2024
Q3 		$228K Sell
11,810
-250
-2% -$4.56K 0.01% 799
2024
Q2 		$205K Sell
12,060
-660
-5% -$10.9K 0.01% 793
2024
Q1 		$218K Buy
12,720
+505
+4% +$9.28K 0.01% 790
2023
Q4 		$231K Buy
+12,215
New +$212K 0.01% 736
2023
Q2 		– Sell
-11,140
Closed -$202K – 678
2023
Q1 		$202K Buy
+11,140
New +$193K 0.02% 589

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return