Bogart Wealth LLC’s Sony SONY Stock Holding History

Bogart Wealth LLC’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	$16.2K	Sell	810 -5	-0.6%	-$105	﹤0.01%	849
2026 Q1	$16.9K	Buy	815 +15	+2%	+$336	﹤0.01%	764
2025 Q4	$20.5K	Buy	800 +89	+13%	+$2.5K	﹤0.01%	676
2025 Q3	$20.5K	Hold	711	–	–	﹤0.01%	655
2025 Q2	$18.5K	Hold	711	–	–	﹤0.01%	647
2025 Q1	$18.1K	Sell	711 -196	-22%	-$4.53K	﹤0.01%	613
2024 Q4	$19.2K	Buy	907 +252	+38%	+$4.91K	﹤0.01%	595
2024 Q3	$12.7K	Buy	655 +100	+18%	+$1.82K	﹤0.01%	638
2024 Q2	$9.43K	Hold	555	–	–	﹤0.01%	683
2024 Q1	$9.52K	Hold	555	–	–	﹤0.01%	660
2023 Q4	$10.5K	Hold	555	–	–	﹤0.01%	610
2023 Q3	$9.15K	Hold	555	–	–	﹤0.01%	607
2023 Q2	$9.99K	Sell	555 -225	-29%	-$4.22K	﹤0.01%	582
2023 Q1	$14.1K	Buy	+780	New	+$13.5K	﹤0.01%	532
2022 Q4	–	Sell	-400	Closed	-$5K	–	1186
2022 Q3	$5K	Buy	+400	New	+$6.41K	﹤0.01%	698
2022 Q1	–	Sell	-50	Closed	-$1K	–	847
2021 Q4	$1K	Buy	+50	New	+$1.19K	﹤0.01%	732

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

Bogart Wealth LLC's SONY Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Sony (SONY) stake by 0.61% in Q2 2026, selling an estimated $105 and leaving 810 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Bogart Wealth LLC first reported a position in SONY in Q4 2021 and has held it in 16 quarters since. The position peaked at $20.5K in Q4 2025. 743 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Bogart Wealth LLC held 810 shares of Sony worth $16.2K as of Q2 2026.
Bogart Wealth LLC sold 5 Sony shares in Q2 2026, an estimated $105.
Sony made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #849 holding.
Bogart Wealth LLC first reported a position in Sony in Q4 2021 and has held it in 16 quarters since.
Bogart Wealth LLC's Sony position peaked at $20.5K in Q4 2025.
743 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.