Basepoint Wealth’s Sony SONY Stock Holding History

Basepoint Wealth’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	$7.66K	Hold	370	–	–	﹤0.01%	429
2025 Q4	$9.47K	Buy	+370	New	+$10.4K	0.01%	403

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

Basepoint Wealth's SONY Position: Q1 2026 in Review

Basepoint Wealth held its Sony (SONY) position steady in Q1 2026 at 370 shares worth $7.66K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Basepoint Wealth first reported a position in SONY in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.47K in Q4 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Basepoint Wealth held 370 shares of Sony worth $7.66K as of Q1 2026.
Basepoint Wealth left its Sony share count unchanged in Q1 2026.
Sony made up ﹤0.01% of Basepoint Wealth's portfolio in Q1 2026, its #429 holding.
Basepoint Wealth first reported a position in Sony in Q4 2025 and has held it in 2 quarters since.
Basepoint Wealth's Sony position peaked at $9.47K in Q4 2025.
733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.