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 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 $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

Bartlett & Co Wealth Management's SONY Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Sony (SONY) position steady in Q2 2026 at 995 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Bartlett & Co Wealth Management first reported a position in SONY in Q1 2018 and has held it in 21 quarters since. The position peaked at $106K in Q1 2018. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Bartlett & Co Wealth Management held 995 shares of Sony worth $20K as of Q2 2026.
Bartlett & Co Wealth Management left its Sony share count unchanged in Q2 2026.
Sony made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #888 holding.
Bartlett & Co Wealth Management first reported a position in Sony in Q1 2018 and has held it in 21 quarters since.
Bartlett & Co Wealth Management's Sony position peaked at $106K in Q1 2018.
739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.