BKM Wealth Management’s Sony SONY Stock Holding History

BKM 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 Q1	$586K	Buy	28,295 +4,359	+18%	+$97.7K	0.21%	100
2025 Q4	$613K	Sell	23,936 -1,551	-6%	-$43.5K	0.22%	93
2025 Q3	$734K	Sell	25,487 -6,462	-20%	-$174K	0.27%	84
2025 Q2	$832K	Sell	31,949 -4,655	-13%	-$116K	0.32%	78
2025 Q1	$929K	Sell	36,604 -3,430	-9%	-$79.3K	0.38%	66
2024 Q4	$847K	Buy	40,034 +419	+1%	+$8.16K	0.35%	75
2024 Q3	$765K	Sell	39,615 -3,885	-9%	-$70.8K	0.31%	84
2024 Q2	$739K	Buy	43,500 +7,725	+22%	+$128K	0.36%	83
2024 Q1	$613K	Buy	35,775 +5,910	+20%	+$109K	0.26%	93
2023 Q4	$566K	Buy	+29,865	New	+$518K	0.24%	93

Other funds holding SONY

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BKM Wealth Management's SONY Position: Q1 2026 in Review

BKM Wealth Management increased its Sony (SONY) stake by 18% in Q1 2026, buying an estimated $97.7K and bringing the position to 28,295 shares worth $586K. The position accounts for 0.21% of the portfolio, ranked #100.

BKM Wealth Management first reported a position in SONY in Q4 2023 and has held it in 10 quarters since. The position peaked at $929K in Q1 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

BKM Wealth Management held 28,295 shares of Sony worth $586K as of Q1 2026.
BKM Wealth Management bought 4,359 Sony shares in Q1 2026, an estimated $97.7K.
Sony made up 0.21% of BKM Wealth Management's portfolio in Q1 2026, its #100 holding.
BKM Wealth Management first reported a position in Sony in Q4 2023 and has held it in 10 quarters since.
BKM Wealth Management's Sony position peaked at $929K in Q1 2025.
733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.