Burns Matteson Capital Management’s Sony SONY Stock Holding History

Burns Matteson Capital 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	–	Sell	-8,702	Closed	-$223K	–	231
2025 Q4	$223K	Buy	+8,702	New	+$244K	0.08%	179
2022 Q1	–	Sell	-8,465	Closed	-$214K	–	150
2021 Q4	$214K	Buy	+8,465	New	+$202K	0.15%	119
2021 Q3	–	Sell	-12,635	Closed	-$246K	–	164
2021 Q2	$246K	Sell	12,635 -2,445	-16%	-$49.5K	0.19%	113
2021 Q1	$320K	Buy	15,080 +1,755	+13%	+$37.1K	0.31%	55
2020 Q4	$269K	Buy	+13,325	New	+$232K	0.3%	54

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

Burns Matteson Capital Management's SONY Position: Q1 2026 in Review

Burns Matteson Capital Management sold out of Sony (SONY) in Q1 2026, closing a stake of 8,702 shares — an estimated $223K sold.

Burns Matteson Capital Management first reported a position in SONY in Q4 2020 and held it in 5 quarters. The position peaked at $320K in Q1 2021. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Burns Matteson Capital Management reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
Burns Matteson Capital Management sold 8,702 Sony shares in Q1 2026, an estimated $223K.
Burns Matteson Capital Management first reported a position in Sony in Q4 2020 and held it in 5 quarters.
Burns Matteson Capital Management's Sony position peaked at $320K in Q1 2021.
733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Burns Matteson Capital Management's 13F filing for Q1 2026, filed 15 May 2026.