Bruce G. Allen Investments’s Sony SONY Stock Holding History

Bruce G. Allen Investments’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	$91.2K	Buy	4,406 +303	+7%	+$6.79K	0.06%	171
2025 Q4	$105K	Buy	4,103 +214	+6%	+$6.01K	0.07%	152
2025 Q3	$112K	Buy	3,889 +20	+0.5%	+$538	0.08%	137
2025 Q2	$101K	Sell	3,869 -94	-2%	-$2.35K	0.08%	153
2025 Q1	$101K	Sell	3,963 -746	-16%	-$17.2K	0.08%	140
2024 Q4	$99.6K	Buy	4,709 +99	+2%	+$1.93K	0.08%	145
2024 Q3	$89K	Sell	4,610 -3,450	-43%	-$62.9K	0.07%	172
2024 Q2	$137K	Hold	8,060	–	–	0.12%	110
2024 Q1	$138K	Buy	8,060 +295	+4%	+$5.42K	0.11%	114
2023 Q4	$147K	Buy	+7,765	New	+$135K	0.13%	98

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

Bruce G. Allen Investments's SONY Position: Q1 2026 in Review

Bruce G. Allen Investments increased its Sony (SONY) stake by 7.4% in Q1 2026, buying an estimated $6.79K and bringing the position to 4,406 shares worth $91.2K. The position accounts for 0.06% of the portfolio, ranked #171.

Bruce G. Allen Investments first reported a position in SONY in Q4 2023 and has held it in 10 quarters since. The position peaked at $147K in Q4 2023. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Bruce G. Allen Investments held 4,406 shares of Sony worth $91.2K as of Q1 2026.
Bruce G. Allen Investments bought 303 Sony shares in Q1 2026, an estimated $6.79K.
Sony made up 0.06% of Bruce G. Allen Investments's portfolio in Q1 2026, its #171 holding.
Bruce G. Allen Investments first reported a position in Sony in Q4 2023 and has held it in 10 quarters since.
Bruce G. Allen Investments's Sony position peaked at $147K in Q4 2023.
733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.