BCWM LLC’s Sony SONY Stock Holding History

BCWM LLC’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	$10M	Buy	500,469 +11,452	+2%	+$241K	2.94%	8
2026 Q1	$10.1M	Buy	+489,017	New	+$11M	2.87%	10

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

BCWM LLC's SONY Position: Q2 2026 in Review

BCWM LLC increased its Sony (SONY) stake by 2.3% in Q2 2026, buying an estimated $241K and bringing the position to 500,469 shares worth $10M. The position accounts for 2.94% of the portfolio, ranked #8.

BCWM LLC first reported a position in SONY in Q1 2026 and has held it in 2 quarters since. The position peaked at $10.1M in Q1 2026. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

BCWM LLC held 500,469 shares of Sony worth $10M as of Q2 2026.
BCWM LLC bought 11,452 Sony shares in Q2 2026, an estimated $241K.
Sony made up 2.94% of BCWM LLC's portfolio in Q2 2026, its #8 holding.
BCWM LLC first reported a position in Sony in Q1 2026 and has held it in 2 quarters since.
BCWM LLC's Sony position peaked at $10.1M in Q1 2026.
739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on BCWM LLC's 13F filing for Q2 2026, filed 14 Aug 2026.