Colonial Trust Advisors’s Sony SONY Stock Holding History

Colonial Trust Advisors’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	$2.07K	Hold	100	–	–	﹤0.01%	664
2025 Q4	$2.56K	Sell	100 -90	-47%	-$2.53K	﹤0.01%	628
2025 Q3	$5.47K	Hold	190	–	–	﹤0.01%	565
2025 Q2	$4.95K	Hold	190	–	–	﹤0.01%	589
2025 Q1	$4.82K	Hold	190	–	–	﹤0.01%	576
2024 Q4	$4.02K	Buy	190 +100	+111%	+$1.95K	﹤0.01%	584
2024 Q3	$1.74K	Hold	90	–	–	﹤0.01%	688
2024 Q2	$1.53K	Sell	90 -1,470	-94%	-$24.3K	﹤0.01%	686
2024 Q1	$26.8K	Hold	1,560	–	–	﹤0.01%	423
2023 Q4	$29.5K	Hold	1,560	–	–	﹤0.01%	374
2023 Q3	$25.7K	Hold	1,560	–	–	﹤0.01%	393
2023 Q2	$28.1K	Sell	1,560 -410	-21%	-$7.69K	﹤0.01%	400
2023 Q1	$35.7K	Hold	1,970	–	–	﹤0.01%	371
2022 Q4	$30.1K	Buy	+1,970	New	+$29.4K	﹤0.01%	389

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

Colonial Trust Advisors's SONY Position: Q1 2026 in Review

Colonial Trust Advisors held its Sony (SONY) position steady in Q1 2026 at 100 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Colonial Trust Advisors first reported a position in SONY in Q4 2022 and has held it in 14 quarters since. The position peaked at $35.7K in Q1 2023. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Colonial Trust Advisors held 100 shares of Sony worth $2.07K as of Q1 2026.
Colonial Trust Advisors left its Sony share count unchanged in Q1 2026.
Sony made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #664 holding.
Colonial Trust Advisors first reported a position in Sony in Q4 2022 and has held it in 14 quarters since.
Colonial Trust Advisors's Sony position peaked at $35.7K in Q1 2023.
733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.