Baker Ellis Asset Management’s Sony SONY Stock Holding History

Baker Ellis Asset 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 Q2	$214K	Buy	10,675 +150	+1%	+$3.16K	0.02%	248
2026 Q1	$218K	Sell	10,525 -5,000	-32%	-$112K	0.03%	238
2025 Q4	$397K	Buy	15,525 +7,750	+100%	+$218K	0.05%	184
2025 Q3	$224K	Hold	7,775	–	–	0.03%	229
2025 Q2	$202K	Buy	+7,775	New	+$195K	0.03%	206
2020 Q1	–	Sell	-9,525	Closed	-$130K	–	222
2019 Q4	$130K	Hold	9,525	–	–	0.04%	192
2019 Q3	$113K	Buy	+9,525	New	+$108K	0.03%	219

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

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

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Baker Ellis Asset Management's SONY Position: Q2 2026 in Review

Baker Ellis Asset Management increased its Sony (SONY) stake by 1.4% in Q2 2026, buying an estimated $3.16K and bringing the position to 10,675 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #248.

Baker Ellis Asset Management first reported a position in SONY in Q3 2019 and has held it in 7 quarters since. The position peaked at $397K in Q4 2025. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Baker Ellis Asset Management held 10,675 shares of Sony worth $214K as of Q2 2026.
Baker Ellis Asset Management bought 150 Sony shares in Q2 2026, an estimated $3.16K.
Sony made up 0.02% of Baker Ellis Asset Management's portfolio in Q2 2026, its #248 holding.
Baker Ellis Asset Management first reported a position in Sony in Q3 2019 and has held it in 7 quarters since.
Baker Ellis Asset Management's Sony position peaked at $397K in Q4 2025.
739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Baker Ellis Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.