Benjamin Edwards Inc’s Sony SONY Stock Holding History

Benjamin Edwards Inc’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	$2.37M	Buy	118,174 +7,122	+6%	+$150K	0.02%	529
2026 Q1	$2.3M	Buy	111,052 +26,785	+32%	+$600K	0.02%	504
2025 Q4	$2.16M	Buy	84,267 +25,491	+43%	+$716K	0.02%	480
2025 Q3	$1.69M	Buy	58,776 +21,073	+56%	+$567K	0.02%	530
2025 Q2	$981K	Buy	37,703 +18,220	+94%	+$456K	0.01%	632
2025 Q1	$495K	Sell	19,483 -2,027	-9%	-$46.8K	0.01%	784
2024 Q4	$455K	Buy	21,510 +660	+3%	+$12.9K	0.01%	848
2024 Q3	$403K	Buy	+20,850	New	+$380K	0.01%	870
2021 Q3	–	Sell	-2,975	Closed	-$58K	–	550
2021 Q2	$58K	Buy	2,975 +1,370	+85%	+$27.8K	0.04%	259
2021 Q1	$34K	Buy	1,605 +575	+56%	+$12.1K	0.03%	276
2020 Q4	$21K	Buy	+1,030	New	+$17.9K	0.02%	297

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

Benjamin Edwards Inc's SONY Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Sony (SONY) stake by 6.4% in Q2 2026, buying an estimated $150K and bringing the position to 118,174 shares worth $2.37M. The position accounts for 0.02% of the portfolio, ranked #529.

Benjamin Edwards Inc first reported a position in SONY in Q4 2020 and has held it in 11 quarters since. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Benjamin Edwards Inc held 118,174 shares of Sony worth $2.37M as of Q2 2026.
Benjamin Edwards Inc bought 7,122 Sony shares in Q2 2026, an estimated $150K.
Sony made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #529 holding.
Benjamin Edwards Inc first reported a position in Sony in Q4 2020 and has held it in 11 quarters since.
737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.