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Baker Tilly Wealth Management’s Sony SONY Stock Holding History

Baker Tilly 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
Q2 		– Sell
-10,293
Closed -$213K – 310
2026
Q1 		$213K Sell
10,293
-1,362
-12% -$30.5K 0.05% 269
2025
Q4 		$298K Buy
11,655
+409
+4% +$11.5K 0.07% 220
2025
Q3 		$324K Buy
11,246
+257
+2% +$6.91K 0.07% 203
2025
Q2 		$286K Buy
10,989
+233
+2% +$5.83K 0.1% 190
2025
Q1 		$273K Buy
10,756
+3
+0% +$69 0.11% 193
2024
Q4 		$228K Sell
10,753
-142
-1% -$2.77K 0.09% 217
2024
Q3 		$210K Sell
10,895
-1,985
-15% -$36.2K 0.09% 227
2024
Q2 		$219K Sell
12,880
-21,575
-63% -$357K 0.09% 254
2024
Q1 		$591K Buy
34,455
+740
+2% +$13.6K 0.11% 215
2023
Q4 		$638K Sell
33,715
-2,015
-6% -$35K 0.1% 217
2023
Q3 		$589K Sell
35,730
-33,285
-48% -$581K 0.1% 217
2023
Q2 		$1.24M Sell
69,015
-3,320
-5% -$62.3K 0.13% 170
2023
Q1 		$1.31M Buy
72,335
+715
+1% +$12.4K 0.15% 154
2022
Q4 		$1.09M Buy
71,620
+22,385
+45% +$334K 0.13% 172
2022
Q3 		$631K Buy
49,235
+15,295
+45% +$245K 0.09% 246
2022
Q2 		$555K Buy
33,940
+435
+1% +$7.71K 0.07% 274
2022
Q1 		$688K Sell
33,505
-2,605
-7% -$56.6K 0.08% 262
2021
Q4 		$913K Sell
36,110
-115
-0.3% -$2.74K 0.1% 223
2021
Q3 		$801K Sell
36,225
-2,830
-7% -$59.3K 0.11% 202
2021
Q2 		$759K Sell
39,055
-3,095
-7% -$62.7K 0.12% 189
2021
Q1 		$894K Buy
42,150
+29,535
+234% +$624K 0.18% 135
2020
Q4 		$255K Buy
+12,615
New +$219K 0.08% 276

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

Baker Tilly Wealth Management's SONY Position: Q2 2026 in Review

Baker Tilly Wealth Management sold out of Sony (SONY) in Q2 2026, closing a stake of 10,293 shares — an estimated $213K sold.

Baker Tilly Wealth Management first reported a position in SONY in Q4 2020 and held it in 22 quarters. The position peaked at $1.31M in Q1 2023. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Baker Tilly Wealth Management reported no remaining Sony position as of Q2 2026 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 10,293 Sony shares in Q2 2026, an estimated $213K.
  • Baker Tilly Wealth Management first reported a position in Sony in Q4 2020 and held it in 22 quarters.
  • Baker Tilly Wealth Management's Sony position peaked at $1.31M in Q1 2023.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.