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Cromwell Holdings’s Sony SONY Stock Holding History

Cromwell Holdings’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 		$230K Hold
11,455
– – 0.1% 175
2026
Q1 		$237K Hold
11,455
– – 0.13% 152
2025
Q4 		$293K Hold
11,455
– – 0.16% 121
2025
Q3 		$330K Hold
11,455
– – 0.18% 108
2025
Q2 		$298K Hold
11,455
– – 0.18% 114
2025
Q1 		$291K Hold
11,455
– – 0.19% 110
2024
Q4 		$242K Hold
11,455
– – 0.14% 127
2024
Q3 		$221K Hold
11,455
– – 0.14% 143
2024
Q2 		$195K Buy
+11,455
New +$189K 0.12% 156

Other funds holding SONY

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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Cromwell Holdings's SONY Position: Q2 2026 in Review

Cromwell Holdings held its Sony (SONY) position steady in Q2 2026 at 11,455 shares worth $230K. The position accounts for 0.1% of the portfolio, ranked #175.

Cromwell Holdings first reported a position in SONY in Q2 2024 and has held it in 9 quarters since. The position peaked at $330K in Q3 2025. 176 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Cromwell Holdings held 11,455 shares of Sony worth $230K as of Q2 2026.
  • Cromwell Holdings left its Sony share count unchanged in Q2 2026.
  • Sony made up 0.1% of Cromwell Holdings's portfolio in Q2 2026, its #175 holding.
  • Cromwell Holdings first reported a position in Sony in Q2 2024 and has held it in 9 quarters since.
  • Cromwell Holdings's Sony position peaked at $330K in Q3 2025.
  • 176 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.