BigSur Wealth Management’s Sony SONY Stock Holding History

BigSur 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	$520K	Hold	25,925	–	–	0.13%	121
2026 Q1	$537K	Hold	25,925	–	–	0.15%	118
2025 Q4	$664K	Hold	25,925	–	–	0.16%	106
2025 Q3	$746K	Hold	25,925	–	–	0.18%	98
2025 Q2	$675K	Hold	25,925	–	–	0.17%	103
2025 Q1	$658K	Hold	25,925	–	–	0.18%	102
2024 Q4	$549K	Hold	25,925	–	–	0.16%	113
2024 Q3	$501K	Hold	25,925	–	–	0.14%	116
2024 Q2	$440K	Hold	25,925	–	–	0.13%	119
2024 Q1	$445K	Buy	+25,925	New	+$477K	0.14%	114

Other funds holding SONY

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 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

BCAM

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

GIC

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

BigSur Wealth Management's SONY Position: Q2 2026 in Review

BigSur Wealth Management held its Sony (SONY) position steady in Q2 2026 at 25,925 shares worth $520K. The position accounts for 0.13% of the portfolio, ranked #121.

BigSur Wealth Management first reported a position in SONY in Q1 2024 and has held it in 10 quarters since. The position peaked at $746K in Q3 2025. 179 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

BigSur Wealth Management held 25,925 shares of Sony worth $520K as of Q2 2026.
BigSur Wealth Management left its Sony share count unchanged in Q2 2026.
Sony made up 0.13% of BigSur Wealth Management's portfolio in Q2 2026, its #121 holding.
BigSur Wealth Management first reported a position in Sony in Q1 2024 and has held it in 10 quarters since.
BigSur Wealth Management's Sony position peaked at $746K in Q3 2025.
179 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.