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Concord Wealth Partners’s Sony SONY Stock Holding History

Concord Wealth Partners’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 		– Sell
-40
Closed -$1.03K – 697
2025
Q4 		$1.03K Hold
40
– – ﹤0.01% 727
2025
Q3 		$1.16K Hold
40
– – ﹤0.01% 733
2025
Q2 		$1.05K Buy
+40
New +$1K ﹤0.01% 754
2024
Q4 		– Sell
-125
Closed -$2.41K – 980
2024
Q3 		$2.41K Buy
+125
New +$2.28K ﹤0.01% 726
2022
Q3 		– Sell
-145
Closed -$2K – 993
2022
Q2 		$2K Sell
145
-2,425
-94% -$43K ﹤0.01% 1067
2022
Q1 		$53K Sell
2,570
-70
-3% -$1.52K 0.01% 426
2021
Q4 		$67K Buy
2,640
+2,250
+577% +$53.6K 0.02% 396
2021
Q3 		$9K Sell
390
-1,175
-75% -$24.6K ﹤0.01% 489
2021
Q2 		$30K Buy
1,565
+980
+168% +$19.9K 0.01% 430
2021
Q1 		$12K Buy
+585
New +$12.4K ﹤0.01% 562

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Concord Wealth Partners's SONY Position: Q1 2026 in Review

Concord Wealth Partners sold out of Sony (SONY) in Q1 2026, closing a stake of 40 shares — an estimated $1.03K sold.

Concord Wealth Partners first reported a position in SONY in Q1 2021 and held it in 10 quarters. The position peaked at $67K in Q4 2021. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Concord Wealth Partners reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 40 Sony shares in Q1 2026, an estimated $1.03K.
  • Concord Wealth Partners first reported a position in Sony in Q1 2021 and held it in 10 quarters.
  • Concord Wealth Partners's Sony position peaked at $67K in Q4 2021.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.