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Bear Mountain Capital’s Sony SONY Stock Holding History

Bear Mountain Capital’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 		– Sell
-235
Closed -$5.67K – 204
2025
Q4 		$5.67K Sell
235
-10
-4% -$281 ﹤0.01% 109
2025
Q3 		$7.14K Buy
245
+10
+4% +$269 ﹤0.01% 115
2025
Q2 		$5.62K Hold
235
– – ﹤0.01% 114
2025
Q1 		$6.05K Hold
235
– – ﹤0.01% 112
2024
Q4 		$5.02K Sell
235
-940
-80% -$18.3K ﹤0.01% 108
2024
Q3 		$4.38K Buy
1,175
+940
+400% +$17.1K ﹤0.01% 111
2024
Q2 		$4.51K Sell
235
-515
-69% -$8.52K ﹤0.01% 115
2024
Q1 		$12.2K Hold
750
– – 0.01% 103
2023
Q4 		$14.7K Buy
+750
New +$13K 0.01% 105

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bear Mountain Capital's SONY Position: Q1 2026 in Review

Bear Mountain Capital sold out of Sony (SONY) in Q1 2026, closing a stake of 235 shares — an estimated $5.67K sold.

Bear Mountain Capital first reported a position in SONY in Q4 2023 and held it in 9 quarters. The position peaked at $14.7K in Q4 2023. 734 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Bear Mountain Capital reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • Bear Mountain Capital sold 235 Sony shares in Q1 2026, an estimated $5.67K.
  • Bear Mountain Capital first reported a position in Sony in Q4 2023 and held it in 9 quarters.
  • Bear Mountain Capital's Sony position peaked at $14.7K in Q4 2023.
  • 734 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Bear Mountain Capital's 13F filing for Q1 2026, filed 12 May 2026.