Commonwealth Equity Services
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Commonwealth Equity Services’s Sony SONY Stock Holding History

Commonwealth Equity Services’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 		$2.93M Sell
146,171
-15,581
-10% -$328K ﹤0.01% 1795
2026
Q1 		$3.35M Buy
161,752
+10,446
+7% +$234K ﹤0.01% 1622
2025
Q4 		$3.87M Sell
151,306
-10,680
-7% -$300K 0.01% 1505
2025
Q3 		$4.66M Buy
161,986
+24,909
+18% +$670K 0.01% 1402
2025
Q2 		$3.57M Sell
137,077
-6,048
-4% -$151K ﹤0.01% 1570
2025
Q1 		$3.63M Buy
143,125
+8,020
+6% +$185K 0.01% 1504
2024
Q4 		$2.86M Buy
135,105
+725
+0.5% +$14.1K ﹤0.01% 1621
2024
Q3 		$2.6M Sell
134,380
-27,265
-17% -$497K ﹤0.01% 1633
2024
Q2 		$2.75M Buy
161,645
+44,055
+37% +$728K ﹤0.01% 1586
2024
Q1 		$2.02M Buy
117,590
+23,730
+25% +$436K ﹤0.01% 1785
2023
Q4 		$1.78M Buy
93,860
+3,850
+4% +$66.8K ﹤0.01% 1776
2023
Q3 		$1.48M Sell
90,010
-16,185
-15% -$282K ﹤0.01% 1806
2023
Q2 		$1.91M Buy
106,195
+18,825
+22% +$353K ﹤0.01% 1646
2023
Q1 		$1.58K Buy
87,370
+850
+1% +$14.7K ﹤0.01% 1714
2022
Q4 		$1.32M Buy
86,520
+17,640
+26% +$263K ﹤0.01% 1776
2022
Q3 		$882K Sell
68,880
-1,500
-2% -$24K ﹤0.01% 1990
2022
Q2 		$1.15M Sell
70,380
-3,345
-5% -$59.2K ﹤0.01% 1781
2022
Q1 		$1.51M Sell
73,725
-4,625
-6% -$101K ﹤0.01% 1682
2021
Q4 		$1.98M Buy
78,350
+6,165
+9% +$147K ﹤0.01% 1501
2021
Q3 		$1.6M Buy
72,185
+535
+0.7% +$11.2K ﹤0.01% 1586
2021
Q2 		$1.39M Buy
71,650
+6,995
+11% +$142K ﹤0.01% 1671
2021
Q1 		$1.37M Buy
64,655
+4,110
+7% +$86.8K ﹤0.01% 1578
2020
Q4 		$1.22M Buy
60,545
+17,735
+41% +$308K ﹤0.01% 1533
2020
Q3 		$657K Sell
42,810
-7,865
-16% -$122K ﹤0.01% 1774
2020
Q2 		$700K Buy
50,675
+2,670
+6% +$34.7K ﹤0.01% 1649
2020
Q1 		$568K Sell
48,005
-4,500
-9% -$59K ﹤0.01% 1616
2019
Q4 		$714K Buy
52,505
+10,855
+26% +$135K ﹤0.01% 1647
2019
Q3 		$492K Sell
41,650
-690
-2% -$7.79K ﹤0.01% 1836
2019
Q2 		$443K Sell
42,340
-4,930
-10% -$48.4K ﹤0.01% 1895
2019
Q1 		$399K Sell
47,270
-350
-0.7% -$3.28K ﹤0.01% 1934
2018
Q4 		$459K Buy
47,620
+4,490
+10% +$47.5K ﹤0.01% 1705
2018
Q3 		$523K Buy
43,130
+10,495
+32% +$116K ﹤0.01% 1765
2018
Q2 		$335K Buy
32,635
+3,235
+11% +$31.5K ﹤0.01% 2028
2018
Q1 		$284K Buy
+29,400
New +$290K ﹤0.01% 2106
2017
Q4 		– Sell
-28,870
Closed -$216K – 2715
2017
Q3 		$216K Buy
+28,870
New +$226K ﹤0.01% 2226
2014
Q2 		– Sell
-97,115
Closed -$371K – 2094
2014
Q1 		$371K Buy
97,115
+28,285
+41% +$97.6K 0.01% 1346
2013
Q4 		$238K Buy
68,830
+9,660
+16% +$35.7K ﹤0.01% 1601
2013
Q3 		$255K Buy
+59,170
New +$251K ﹤0.01% 1472

Other funds holding SONY

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Commonwealth Equity Services's SONY Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Sony (SONY) stake by 9.6% in Q2 2026, selling an estimated $328K and leaving 146,171 shares worth $2.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1795.

Commonwealth Equity Services first reported a position in SONY in Q3 2013 and has held it in 38 quarters since. The position peaked at $4.66M in Q3 2025. 265 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Commonwealth Equity Services held 146,171 shares of Sony worth $2.93M as of Q2 2026.
  • Commonwealth Equity Services sold 15,581 Sony shares in Q2 2026, an estimated $328K.
  • Sony made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1795 holding.
  • Commonwealth Equity Services first reported a position in Sony in Q3 2013 and has held it in 38 quarters since.
  • Commonwealth Equity Services's Sony position peaked at $4.66M in Q3 2025.
  • 265 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.