Columbia Asset Management’s Sony SONY Stock Holding History

Columbia 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	$2.23M	Sell	107,500 -2,200	-2%	-$49.3K	0.42%	57
2025 Q4	$2.81M	Buy	109,700 +575	+0.5%	+$16.1K	0.5%	50
2025 Q3	$3.14M	Sell	109,125 -123	-0.1%	-$3.31K	0.59%	44
2025 Q2	$2.84M	Buy	109,248 +2,950	+3%	+$73.8K	0.56%	49
2025 Q1	$2.7M	Sell	106,298 -200	-0.2%	-$4.62K	0.53%	50
2024 Q4	$2.25M	Buy	106,498 +123	+0.1%	+$2.4K	0.41%	55
2024 Q3	$2.06M	Hold	106,375	–	–	0.36%	58
2024 Q2	$1.81M	Sell	106,375 -4,000	-4%	-$66.1K	0.34%	63
2024 Q1	$2.09M	Hold	110,375	–	–	0.42%	56
2023 Q4	$2.09M	Sell	110,375 -13,500	-11%	-$234K	0.42%	56
2023 Q3	$2.04M	Sell	123,875 -9,500	-7%	-$166K	0.45%	54
2023 Q2	$2.4M	Sell	133,375 -104,825	-44%	-$1.97M	0.51%	50
2023 Q1	$2.83M	Buy	238,200 +22,350	+10%	+$387K	0.64%	46
2022 Q4	$2.25M	Sell	215,850 -2,450	-1%	-$36.6K	0.55%	49
2022 Q3	$1.9M	Sell	218,300 -27,275	-11%	-$437K	0.5%	51
2022 Q2	$2.75M	Buy	+245,575	New	+$4.35M	0.7%	40
2021 Q4	$4.61M	Buy	262,350 +65,175	+33%	+$1.55M	0.94%	35
2021 Q3	$3.49M	Buy	197,175 +25,375	+15%	+$531K	0.76%	42
2021 Q2	$2.96M	Buy	171,800 +10,575	+7%	+$214K	0.66%	45
2021 Q1	$3.42M	Hold	161,225	–	–	0.62%	47
2020 Q4	$3.26M	Hold	161,225	–	–	0.66%	46
2020 Q3	$2.48M	Sell	161,225 -10,000	-6%	-$156K	0.57%	45
2020 Q2	$2.37M	Hold	171,225	–	–	0.57%	47
2020 Q1	$2.03M	Buy	171,225 +2,500	+1%	+$32.8K	0.5%	48
2019 Q4	$22.9K	Hold	168,725	–	–	0.55%	49
2019 Q3	$2M	Hold	168,725	–	–	0.52%	50
2019 Q2	$1.77M	Sell	168,725 -11,000	-6%	-$108K	0.47%	53
2019 Q1	$1.52M	Hold	179,725	–	–	0.41%	56
2018 Q4	$1.74M	Sell	179,725 -750	-0.4%	-$7.94K	0.53%	47
2018 Q3	$2.19M	Hold	180,475	–	–	0.57%	47
2018 Q2	$1.85M	Buy	180,475 +3,750	+2%	+$36.5K	0.54%	48
2018 Q1	$1.71M	Sell	176,725 -1,750	-1%	-$17.2K	0.5%	55
2017 Q4	$1.6M	Buy	178,475 +8,875	+5%	+$76.2K	0.46%	54
2017 Q3	$1.27M	Buy	169,600 +250	+0.1%	+$1.96K	0.39%	61
2017 Q2	$1.29M	Buy	169,350 +17,875	+12%	+$127K	0.42%	62
2017 Q1	$1.02M	Hold	151,475	–	–	0.34%	69
2016 Q4	$849K	Sell	151,475 -750	-0.5%	-$4.56K	0.29%	80
2016 Q3	$1.01M	Sell	152,225 -32,225	-17%	-$207K	0.35%	67
2016 Q2	$1.08M	Hold	184,450	–	–	0.39%	67
2016 Q1	$948K	Sell	184,450 -11,250	-6%	-$51.6K	0.35%	75
2015 Q4	$963K	Hold	195,700	–	–	0.39%	73
2015 Q3	$959K	Sell	195,700 -6,500	-3%	-$34.7K	0.39%	71
2015 Q2	$1.15M	Hold	202,200	–	–	0.44%	69
2015 Q1	$1.08M	Sell	202,200 -18,875	-9%	-$95.3K	0.41%	68
2014 Q4	$905K	Buy	221,075 +16,625	+8%	+$65.5K	0.35%	79
2014 Q3	$738K	Buy	204,450 +12,750	+7%	+$45.9K	0.3%	91
2014 Q2	$643K	Hold	191,700	–	–	0.26%	97
2014 Q1	$733K	Buy	191,700 +78,800	+70%	+$272K	0.32%	82
2013 Q4	$390K	Buy	+112,900	New	+$417K	0.17%	119

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

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

Columbia Asset Management reduced its Sony (SONY) stake by 2% in Q1 2026, selling an estimated $49.3K and leaving 107,500 shares worth $2.23M. The position accounts for 0.42% of the portfolio, ranked #57.

Columbia Asset Management first reported a position in SONY in Q4 2013 and has held it in 49 quarters since. The position peaked at $4.61M in Q4 2021. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Columbia Asset Management held 107,500 shares of Sony worth $2.23M as of Q1 2026.
Columbia Asset Management sold 2,200 Sony shares in Q1 2026, an estimated $49.3K.
Sony made up 0.42% of Columbia Asset Management's portfolio in Q1 2026, its #57 holding.
Columbia Asset Management first reported a position in Sony in Q4 2013 and has held it in 49 quarters since.
Columbia Asset Management's Sony position peaked at $4.61M in Q4 2021.
733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Columbia Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.