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 Q3	$788K	Buy	33,483 +5,050	+18%	+$116K	0.25%	88
2026 Q2	$570K	Buy	28,433 +138	+0.5%	+$2.91K	0.2%	97
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 $348B AUM 26.9% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Contrarius Group Holdings Hamilton, Bermuda $2.05B AUM 66.09% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

BKM Wealth Management's SONY Position: Q3 2026 in Review

BKM Wealth Management increased its Sony (SONY) stake by 18% in Q3 2026, buying an estimated $116K and bringing the position to 33,483 shares worth $788K. The position accounts for 0.25% of the portfolio, ranked #88.

BKM Wealth Management first reported a position in SONY in Q4 2023 and has held it in 12 quarters since. The position peaked at $929K in Q1 2025. 453 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

BKM Wealth Management held 33,483 shares of Sony worth $788K as of Q3 2026.
BKM Wealth Management bought 5,050 Sony shares in Q3 2026, an estimated $116K.
Sony made up 0.25% of BKM Wealth Management's portfolio in Q3 2026, its #88 holding.
BKM Wealth Management first reported a position in Sony in Q4 2023 and has held it in 12 quarters since.
BKM Wealth Management's Sony position peaked at $929K in Q1 2025.
453 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.