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 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 $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Baker Ellis Asset Management's SONY Position: Q1 2026 in Review

Baker Ellis Asset Management reduced its Sony (SONY) stake by 32% in Q1 2026, selling an estimated $112K and leaving 10,525 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #238.

Baker Ellis Asset Management first reported a position in SONY in Q3 2019 and has held it in 6 quarters since. The position peaked at $397K in Q4 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Baker Ellis Asset Management held 10,525 shares of Sony worth $218K as of Q1 2026.
Baker Ellis Asset Management sold 5,000 Sony shares in Q1 2026, an estimated $112K.
Sony made up 0.03% of Baker Ellis Asset Management's portfolio in Q1 2026, its #238 holding.
Baker Ellis Asset Management first reported a position in Sony in Q3 2019 and has held it in 6 quarters since.
Baker Ellis Asset Management's Sony position peaked at $397K in Q4 2025.
733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Baker Ellis Asset Management's 13F filing for Q1 2026, filed 17 Apr 2026.