CFFP
SONY icon

Center for Financial Planning’s Sony SONY Stock Holding History

Center for Financial Planning’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
-510
Closed -$13.1K – 716
2025
Q4 		$13.1K Hold
510
– – ﹤0.01% 460
2025
Q3 		$14.7K Hold
510
– – ﹤0.01% 456
2025
Q2 		$13.3K Hold
510
– – ﹤0.01% 435
2025
Q1 		$12.9K Hold
510
– – ﹤0.01% 441
2024
Q4 		$10.8K Buy
+510
New +$9.93K ﹤0.01% 412
2020
Q4 		– Sell
-425
Closed -$7K – 485
2020
Q3 		$7K Buy
+425
New +$6.61K ﹤0.01% 337
2020
Q2 		– Sell
-65
Closed -$1K – 558
2020
Q1 		$1K Buy
+65
New +$852 ﹤0.01% 551

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Center for Financial Planning's SONY Position: Q1 2026 in Review

Center for Financial Planning sold out of Sony (SONY) in Q1 2026, closing a stake of 510 shares — an estimated $13.1K sold.

Center for Financial Planning first reported a position in SONY in Q1 2020 and held it in 7 quarters. The position peaked at $14.7K in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Center for Financial Planning reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • Center for Financial Planning sold 510 Sony shares in Q1 2026, an estimated $13.1K.
  • Center for Financial Planning first reported a position in Sony in Q1 2020 and held it in 7 quarters.
  • Center for Financial Planning's Sony position peaked at $14.7K in Q3 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.