Empirical Wealth Management’s Sony SONY Stock Holding History

Empirical Wealth 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 Q2	$635K	Buy	31,664 +3,655	+13%	+$77K	0.01%	576
2026 Q1	$580K	Sell	28,009 -9,122	-25%	-$204K	0.01%	526
2025 Q4	$951K	Buy	37,131 +1,698	+5%	+$47.7K	0.02%	344
2025 Q3	$1.02M	Buy	35,433 +12,879	+57%	+$346K	0.02%	325
2025 Q2	$587K	Buy	22,554 +13,084	+138%	+$327K	0.01%	395
2025 Q1	$240K	Buy	+9,470	New	+$219K	0.01%	563

Other funds holding SONY

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 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

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

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Empirical Wealth Management's SONY Position: Q2 2026 in Review

Empirical Wealth Management increased its Sony (SONY) stake by 13% in Q2 2026, buying an estimated $77K and bringing the position to 31,664 shares worth $635K. The position accounts for 0.01% of the portfolio, ranked #576.

Empirical Wealth Management first reported a position in SONY in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.02M in Q3 2025. 257 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Empirical Wealth Management held 31,664 shares of Sony worth $635K as of Q2 2026.
Empirical Wealth Management bought 3,655 Sony shares in Q2 2026, an estimated $77K.
Sony made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #576 holding.
Empirical Wealth Management first reported a position in Sony in Q1 2025 and has held it in 6 quarters since.
Empirical Wealth Management's Sony position peaked at $1.02M in Q3 2025.
257 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.