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 Q2	–	Hold	0	–	–	–	883
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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Concord Wealth Partners's SONY Position: Q2 2026 in Review

Concord Wealth Partners held its Sony (SONY) position steady in Q2 2026 at 0 shares worth $4. The position accounts for ﹤0.01% of the portfolio, ranked #883.

Concord Wealth Partners first reported a position in SONY in Q1 2021 and has held it in 10 quarters since. The position peaked at $67K in Q4 2021. 743 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Concord Wealth Partners held 0 shares of Sony worth $4 as of Q2 2026.
Concord Wealth Partners left its Sony share count unchanged in Q2 2026.
Sony made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #883 holding.
Concord Wealth Partners first reported a position in Sony in Q1 2021 and has held it in 10 quarters since.
Concord Wealth Partners's Sony position peaked at $67K in Q4 2021.
743 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.