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	–	905
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	–	677
2023 Q1	$202K	Buy	+11,140	New	+$193K	0.02%	589

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Axxcess Wealth Management's SONY Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Sony (SONY) in Q1 2026, closing a stake of 10,788 shares — an estimated $276K sold.

Axxcess Wealth Management first reported a position in SONY in Q1 2023 and held it in 10 quarters. The position peaked at $328K in Q3 2025. 738 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Axxcess Wealth Management reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 10,788 Sony shares in Q1 2026, an estimated $276K.
Axxcess Wealth Management first reported a position in Sony in Q1 2023 and held it in 10 quarters.
Axxcess Wealth Management's Sony position peaked at $328K in Q3 2025.
738 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.