Cabot Wealth Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.2M | Buy |
830,909
+16,326
| +2% | +$366K | 1.98% | 16 |
|
|
2025
Q4 | $20.9M | Sell |
814,583
-8,728
| -1% | -$245K | 2.31% | 13 |
|
|
2025
Q3 | $23.7M | Sell |
823,311
-17,604
| -2% | -$473K | 2.63% | 8 |
|
|
2025
Q2 | $21.9M | Sell |
840,915
-7,711
| -0.9% | -$193K | 2.6% | 9 |
|
|
2025
Q1 | $21.5M | Sell |
848,626
-4,287
| -0.5% | -$99.1K | 2.74% | 5 |
|
|
2024
Q4 | $18M | Buy |
852,913
+23,958
| +3% | +$467K | 2.29% | 11 |
|
|
2024
Q3 | $16M | Buy |
828,955
+8,470
| +1% | +$154K | 2% | 12 |
|
|
2024
Q2 | $13.9M | Buy |
820,485
+5,085
| +0.6% | +$84.1K | 1.83% | 19 |
|
|
2024
Q1 | $14M | Buy |
815,400
+2,705
| +0.3% | +$49.7K | 1.83% | 21 |
|
|
2023
Q4 | $15.4M | Sell |
812,695
-1,555
| -0.2% | -$27K | 2.14% | 15 |
|
|
2023
Q3 | $13.4M | Buy |
814,250
+17,520
| +2% | +$306K | 2.06% | 15 |
|
|
2023
Q2 | $14.3M | Buy |
796,730
+11,765
| +1% | +$221K | 2.14% | 15 |
|
|
2023
Q1 | $14.2M | Buy |
784,965
+780
| +0.1% | +$13.5K | 2.25% | 13 |
|
|
2022
Q4 | $12M | Sell |
784,185
-47,830
| -6% | -$714K | 2.02% | 14 |
|
|
2022
Q3 | $10.7M | Buy |
832,015
+17,795
| +2% | +$285K | 1.8% | 20 |
|
|
2022
Q2 | $13.3M | Buy |
814,220
+9,265
| +1% | +$164K | 2.11% | 12 |
|
|
2022
Q1 | $16.5M | Buy |
804,955
+13,655
| +2% | +$297K | 2.23% | 10 |
|
|
2021
Q4 | $20M | Buy |
791,300
+12,970
| +2% | +$309K | 2.54% | 7 |
|
|
2021
Q3 | $17.2M | Buy |
778,330
+24,755
| +3% | +$518K | 2.31% | 10 |
|
|
2021
Q2 | $14.7M | Buy |
753,575
+42,885
| +6% | +$869K | 1.96% | 15 |
|
|
2021
Q1 | $15.1M | Sell |
710,690
-185,365
| -21% | -$3.91M | 2.13% | 14 |
|
|
2020
Q4 | $18.1M | Sell |
896,055
-15,510
| -2% | -$270K | 2.78% | 6 |
|
|
2020
Q3 | $14M | Sell |
911,565
-32,625
| -3% | -$507K | 2.54% | 6 |
|
|
2020
Q2 | $13.1M | Sell |
944,190
-24,585
| -3% | -$319K | 2.6% | 6 |
|
|
2020
Q1 | $11.5M | Sell |
968,775
-51,780
| -5% | -$679K | 2.74% | 6 |
|
|
2019
Q4 | $13.9M | Buy |
1,020,555
+3,790
| +0.4% | +$47.3K | 2.68% | 7 |
|
|
2019
Q3 | $12M | Sell |
1,016,765
-17,945
| -2% | -$203K | 2.54% | 6 |
|
|
2019
Q2 | $10.8M | Buy |
1,034,710
+1,460
| +0.1% | +$14.3K | 2.29% | 12 |
|
|
2019
Q1 | $8.73M | Buy |
1,033,250
+27,990
| +3% | +$262K | 1.92% | 16 |
|
|
2018
Q4 | $9.71M | Buy |
1,005,260
+160
| +0% | +$1.69K | 2.37% | 11 |
|
|
2018
Q3 | $12.2M | Sell |
1,005,100
-45,020
| -4% | -$496K | 2.62% | 6 |
|
|
2018
Q2 | $10.8M | Sell |
1,050,120
-35
| -0% | -$340 | 2.4% | 10 |
|
|
2018
Q1 | $10.2M | Sell |
1,050,155
-9,900
| -0.9% | -$97.5K | 2.27% | 11 |
|
|
2017
Q4 | $9.53M | Sell |
1,060,055
-28,095
| -3% | -$241K | 2.06% | 12 |
|
|
2017
Q3 | $8.13M | Buy |
1,088,150
+1,515
| +0.1% | +$11.9K | 1.82% | 14 |
|
|
2017
Q2 | $8.3M | Sell |
1,086,635
-17,870
| -2% | -$127K | 1.93% | 13 |
|
|
2017
Q1 | $7.45M | Buy |
1,104,505
+19,130
| +2% | +$119K | 1.83% | 14 |
|
|
2016
Q4 | $6.08M | Buy |
1,085,375
+1,230
| +0.1% | +$7.47K | 1.65% | 19 |
|
|
2016
Q3 | $7.2M | Buy |
1,084,145
+22,230
| +2% | +$142K | 1.85% | 14 |
|
|
2016
Q2 | $6.23M | Buy |
1,061,915
+860
| +0.1% | +$4.61K | 1.64% | 16 |
|
|
2016
Q1 | $5.46M | Sell |
1,061,055
-511,275
| -33% | -$2.34M | 1.52% | 20 |
|
|
2015
Q4 | $7.74M | Buy |
1,572,330
+26,535
| +2% | +$141K | 1.98% | 8 |
|
|
2015
Q3 | $7.57M | Buy |
1,545,795
+622,275
| +67% | +$3.32M | 2.09% | 6 |
|
|
2015
Q2 | $5.24M | Buy |
923,520
+401,915
| +77% | +$2.46M | 1.27% | 26 |
|
|
2015
Q1 | $2.79M | Buy |
+521,605
| New | +$2.63M | 0.68% | 58 |
|
Other funds holding SONY
MIP
Cabot Wealth Management's SONY Position: Q1 2026 in Review
Cabot Wealth Management increased its Sony (SONY) stake by 2% in Q1 2026, buying an estimated $366K and bringing the position to 830,909 shares worth $17.2M. The position accounts for 1.98% of the portfolio, ranked #16.
Cabot Wealth Management first reported a position in SONY in Q1 2015 and has held it in 45 quarters since. The position peaked at $23.7M in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.
- Cabot Wealth Management held 830,909 shares of Sony worth $17.2M as of Q1 2026.
- Cabot Wealth Management bought 16,326 Sony shares in Q1 2026, an estimated $366K.
- Sony made up 1.98% of Cabot Wealth Management's portfolio in Q1 2026, its #16 holding.
- Cabot Wealth Management first reported a position in Sony in Q1 2015 and has held it in 45 quarters since.
- Cabot Wealth Management's Sony position peaked at $23.7M in Q3 2025.
- 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.
Based on Cabot Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.