Charles Schwab
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Charles Schwab’s Sony SONY Stock Holding History

Charles Schwab’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 		$21.1M Buy
1,052,300
+87,514
+9% +$1.84M ﹤0.01% 1800
2026
Q1 		$20M Buy
964,786
+76,499
+9% +$1.71M ﹤0.01% 1749
2025
Q4 		$22.7M Buy
888,287
+86,698
+11% +$2.43M ﹤0.01% 1672
2025
Q3 		$23.1M Buy
801,589
+130,586
+19% +$3.51M ﹤0.01% 1650
2025
Q2 		$17.5M Buy
671,003
+108,200
+19% +$2.71M ﹤0.01% 1747
2025
Q1 		$14.3M Buy
562,803
+81,673
+17% +$1.89M ﹤0.01% 1794
2024
Q4 		$10.2M Buy
481,130
+85,075
+21% +$1.66M ﹤0.01% 2007
2024
Q3 		$7.65M Buy
396,055
+80,365
+25% +$1.46M ﹤0.01% 2170
2024
Q2 		$5.36M Buy
315,690
+67,990
+27% +$1.12M ﹤0.01% 2333
2024
Q1 		$4.25M Buy
247,700
+36,305
+17% +$667K ﹤0.01% 2339
2023
Q4 		$4M Buy
211,395
+91,650
+77% +$1.59M ﹤0.01% 2399
2023
Q3 		$1.97M Buy
119,745
+42,725
+55% +$746K ﹤0.01% 2609
2023
Q2 		$1.39M Buy
77,020
+37,380
+94% +$701K ﹤0.01% 2669
2023
Q1 		$719K Buy
39,640
+17,910
+82% +$310K ﹤0.01% 2839
2022
Q4 		$332K Buy
+21,730
New +$325K ﹤0.01% 3090
2022
Q2 		– Sell
-15,880
Closed -$326K – 3635
2022
Q1 		$326K Sell
15,880
-4,580
-22% -$99.5K ﹤0.01% 3201
2021
Q4 		$517K Sell
20,460
-5,085
-20% -$121K ﹤0.01% 3133
2021
Q3 		$565K Buy
+25,545
New +$535K ﹤0.01% 3107
2021
Q2 		– Sell
-73,795
Closed -$1.56M – 3531
2021
Q1 		$1.56M Hold
73,795
– – ﹤0.01% 2721
2020
Q4 		$1.49M Hold
73,795
– – ﹤0.01% 2679
2020
Q3 		$1.13M Sell
73,795
-361,305
-83% -$5.62M ﹤0.01% 2645
2020
Q2 		$6.02M Sell
435,100
-44,490
-9% -$578K ﹤0.01% 1941
2020
Q1 		$5.68M Sell
479,590
-89,815
-16% -$1.18M ﹤0.01% 1770
2019
Q4 		$7.74M Buy
569,405
+513,950
+927% +$6.41M ﹤0.01% 1796
2019
Q3 		$656K Sell
55,455
-2,233,725
-98% -$25.2M ﹤0.01% 2699
2019
Q2 		$24M Buy
+2,289,180
New +$22.5M 0.01% 1013

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

Charles Schwab's SONY Position: Q2 2026 in Review

Charles Schwab increased its Sony (SONY) stake by 9.1% in Q2 2026, buying an estimated $1.84M and bringing the position to 1,052,300 shares worth $21.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1800.

Charles Schwab first reported a position in SONY in Q2 2019 and has held it in 26 quarters since. The position peaked at $24M in Q2 2019. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Charles Schwab held 1,052,300 shares of Sony worth $21.1M as of Q2 2026.
  • Charles Schwab bought 87,514 Sony shares in Q2 2026, an estimated $1.84M.
  • Sony made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #1800 holding.
  • Charles Schwab first reported a position in Sony in Q2 2019 and has held it in 26 quarters since.
  • Charles Schwab's Sony position peaked at $24M in Q2 2019.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.