Chesapeake Asset Management’s Sony SONY Stock Holding History

Chesapeake Asset 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	$137K	Sell	6,620 -6,620	-50%	-$148K	0.11%	112
2025 Q4	$339K	Hold	13,240	–	–	0.28%	75
2025 Q3	$381K	Sell	13,240 -430	-3%	-$11.6K	0.34%	64
2025 Q2	$356K	Sell	13,670 -25,742	-65%	-$644K	0.32%	62
2025 Q1	$1M	Buy	39,412 +23,529	+148%	+$544K	0.94%	26
2024 Q4	$336K	Sell	15,883 -19,237	-55%	-$375K	0.31%	64
2024 Q3	$679K	Buy	35,120 +28,955	+470%	+$528K	0.59%	42
2024 Q2	$105K	Hold	6,165	–	–	0.1%	96
2024 Q1	$106K	Hold	6,165	–	–	0.1%	90
2023 Q4	$117K	Hold	6,165	–	–	0.1%	100
2023 Q3	$102K	Hold	6,165	–	–	0.1%	106
2023 Q2	$111K	Sell	6,165 -25,070	-80%	-$470K	0.1%	109
2023 Q1	$567K	Buy	+31,235	New	+$541K	0.52%	53
2019 Q4	$516K	Sell	37,940 -80	-0.2%	-$997	0.87%	27
2019 Q3	$450K	Sell	38,020 -22,795	-37%	-$257K	0.85%	26
2019 Q2	$637K	Buy	+60,815	New	+$597K	1.05%	25
2018 Q4	–	Sell	-48,915	Closed	-$593K	–	51
2018 Q3	$593K	Buy	+48,915	New	+$538K	0.68%	38

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

Chesapeake Asset Management's SONY Position: Q1 2026 in Review

Chesapeake Asset Management reduced its Sony (SONY) stake by 50% in Q1 2026, selling an estimated $148K and leaving 6,620 shares worth $137K. The position accounts for 0.11% of the portfolio, ranked #112.

Chesapeake Asset Management first reported a position in SONY in Q3 2018 and has held it in 17 quarters since. The position peaked at $1M in Q1 2025. 734 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Chesapeake Asset Management held 6,620 shares of Sony worth $137K as of Q1 2026.
Chesapeake Asset Management sold 6,620 Sony shares in Q1 2026, an estimated $148K.
Sony made up 0.11% of Chesapeake Asset Management's portfolio in Q1 2026, its #112 holding.
Chesapeake Asset Management first reported a position in Sony in Q3 2018 and has held it in 17 quarters since.
Chesapeake Asset Management's Sony position peaked at $1M in Q1 2025.
734 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Chesapeake Asset Management's 13F filing for Q1 2026, filed 12 May 2026.