Beaird Harris Wealth Management’s Sony SONY Stock Holding History

Beaird Harris 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	$4.59K	Hold	229	–	–	﹤0.01%	454
2026 Q1	$4.74K	Hold	229	–	–	﹤0.01%	416
2025 Q4	$5.86K	Hold	229	–	–	﹤0.01%	427
2025 Q3	$6.59K	Buy	229 +35	+18%	+$941	﹤0.01%	406
2025 Q2	$5.04K	Buy	194 +64	+49%	+$1.6K	﹤0.01%	424
2025 Q1	$3.3K	Hold	130	–	–	﹤0.01%	410
2024 Q4	$2.75K	Hold	130	–	–	﹤0.01%	406
2024 Q3	$2.51K	Hold	130	–	–	﹤0.01%	417
2024 Q2	$2.21K	Hold	130	–	–	﹤0.01%	524
2024 Q1	$2.23K	Hold	130	–	–	﹤0.01%	455
2023 Q4	$2.46K	Buy	+130	New	+$2.25K	﹤0.01%	443

Other funds holding SONY

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MIM

Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

HJIM

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PGAM

Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

DCM

Delta Capital Management Red Bank, New Jersey $217M AUM 67.79% 1-Year Est. Return

Beaird Harris Wealth Management's SONY Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Sony (SONY) position steady in Q2 2026 at 229 shares worth $4.59K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Beaird Harris Wealth Management first reported a position in SONY in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.59K in Q3 2025. 101 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Beaird Harris Wealth Management held 229 shares of Sony worth $4.59K as of Q2 2026.
Beaird Harris Wealth Management left its Sony share count unchanged in Q2 2026.
Sony made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #454 holding.
Beaird Harris Wealth Management first reported a position in Sony in Q4 2023 and has held it in 11 quarters since.
Beaird Harris Wealth Management's Sony position peaked at $6.59K in Q3 2025.
101 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.