Bartlett & Co Wealth Management’s Sony SONY Stock Holding History

Bartlett & Co 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 Q3	$29.7K	Buy	1,256 +261	+26%	+$5.98K	﹤0.01%	830
2026 Q2	$20K	Hold	995	–	–	﹤0.01%	888
2026 Q1	$19.5K	Sell	995 -236	-19%	-$5.29K	﹤0.01%	825
2025 Q4	$31.5K	Hold	1,231	–	–	﹤0.01%	739
2025 Q3	$35.4K	Hold	1,231	–	–	﹤0.01%	727
2025 Q2	$32K	Hold	1,231	–	–	﹤0.01%	733
2025 Q1	$31.3K	Buy	+1,231	New	+$28.4K	﹤0.01%	737
2022 Q3	–	Sell	-40	Closed	-$654	–	1263
2022 Q2	$654	Buy	+40	New	+$709	﹤0.01%	1261
2021 Q3	–	Sell	-350	Closed	-$6.8K	–	1063
2021 Q2	$6.8K	Sell	350 -4,050	-92%	-$82.1K	﹤0.01%	729
2021 Q1	$93.3K	Hold	4,400	–	–	﹤0.01%	430
2020 Q4	$89K	Sell	4,400 -600	-12%	-$10.4K	﹤0.01%	431
2020 Q3	$76.8K	Hold	5,000	–	–	﹤0.01%	425
2020 Q2	$69.1K	Hold	5,000	–	–	﹤0.01%	439
2020 Q1	$59.2K	Hold	5,000	–	–	﹤0.01%	431
2019 Q4	$68K	Hold	5,000	–	–	﹤0.01%	473
2019 Q3	$59.1K	Sell	5,000 -2,925	-37%	-$33K	﹤0.01%	499
2019 Q2	$83K	Hold	7,925	–	–	﹤0.01%	349
2019 Q1	$67K	Hold	7,925	–	–	﹤0.01%	374
2018 Q4	$76.5K	Hold	7,925	–	–	﹤0.01%	342
2018 Q3	$96.1K	Hold	7,925	–	–	﹤0.01%	326
2018 Q2	$81.2K	Sell	7,925 -3,040	-28%	-$29.6K	﹤0.01%	353
2018 Q1	$106K	Buy	+10,965	New	+$108K	﹤0.01%	316

Other funds holding SONY

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bartlett & Co Wealth Management's SONY Position: Q3 2026 in Review

Bartlett & Co Wealth Management increased its Sony (SONY) stake by 26% in Q3 2026, buying an estimated $5.98K and bringing the position to 1,256 shares worth $29.7K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Bartlett & Co Wealth Management first reported a position in SONY in Q1 2018 and has held it in 22 quarters since. The position peaked at $106K in Q1 2018. 624 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

Bartlett & Co Wealth Management held 1,256 shares of Sony worth $29.7K as of Q3 2026.
Bartlett & Co Wealth Management bought 261 Sony shares in Q3 2026, an estimated $5.98K.
Sony made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q3 2026, its #830 holding.
Bartlett & Co Wealth Management first reported a position in Sony in Q1 2018 and has held it in 22 quarters since.
Bartlett & Co Wealth Management's Sony position peaked at $106K in Q1 2018.
624 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.