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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
Q2 		$81.7K Sell
4,074
-332
-8% -$7K 0.05% 183
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
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Bruce G. Allen Investments's SONY Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Sony (SONY) stake by 7.5% in Q2 2026, selling an estimated $7K and leaving 4,074 shares worth $81.7K. The position accounts for 0.05% of the portfolio, ranked #183.

Bruce G. Allen Investments first reported a position in SONY in Q4 2023 and has held it in 11 quarters since. The position peaked at $147K in Q4 2023. 743 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Bruce G. Allen Investments held 4,074 shares of Sony worth $81.7K as of Q2 2026.
  • Bruce G. Allen Investments sold 332 Sony shares in Q2 2026, an estimated $7K.
  • Sony made up 0.05% of Bruce G. Allen Investments's portfolio in Q2 2026, its #183 holding.
  • Bruce G. Allen Investments first reported a position in Sony in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Sony position peaked at $147K in Q4 2023.
  • 743 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.