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Evergreen Capital Management’s Sony SONY Stock Holding History

Evergreen Capital 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
Q1 		$1.67M Buy
80,468
+8,202
+11% +$184K 0.04% 355
2025
Q4 		$1.85M Buy
72,266
+5,312
+8% +$149K 0.04% 324
2025
Q3 		$1.93M Buy
66,954
+3,998
+6% +$108K 0.05% 290
2025
Q2 		$1.64M Buy
62,956
+14,946
+31% +$374K 0.05% 289
2025
Q1 		$1.22M Buy
48,010
+883
+2% +$20.4K 0.04% 304
2024
Q4 		$997K Buy
47,127
+5,027
+12% +$97.9K 0.03% 336
2024
Q3 		$813K Buy
42,100
+8,615
+26% +$157K 0.03% 366
2024
Q2 		$569K Sell
33,485
-5,155
-13% -$85.2K 0.02% 438
2024
Q1 		$663K Sell
38,640
-510
-1% -$9.38K 0.03% 372
2023
Q4 		$741K Buy
39,150
+2,330
+6% +$40.4K 0.03% 333
2023
Q3 		$607K Sell
36,820
-1,910
-5% -$33.3K 0.03% 349
2023
Q2 		$697K Buy
38,730
+1,110
+3% +$20.8K 0.03% 330
2023
Q1 		$682K Buy
37,620
+5,365
+17% +$93K 0.03% 322
2022
Q4 		$492K Buy
32,255
+9,690
+43% +$145K 0.02% 371
2022
Q3 		$289K Sell
22,565
-5,550
-20% -$88.9K 0.02% 457
2022
Q2 		$460K Buy
28,115
+5,135
+22% +$91K 0.02% 351
2022
Q1 		$472K Buy
22,980
+2,295
+11% +$49.9K 0.02% 390
2021
Q4 		$523K Buy
20,685
+1,895
+10% +$45.1K 0.02% 370
2021
Q3 		$416K Buy
18,790
+660
+4% +$13.8K 0.02% 379
2021
Q2 		$353K Buy
18,130
+755
+4% +$15.3K 0.02% 383
2021
Q1 		$368K Buy
17,375
+2,575
+17% +$54.4K 0.02% 354
2020
Q4 		$299K Buy
+14,800
New +$257K 0.02% 346

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

Evergreen Capital Management's SONY Position: Q1 2026 in Review

Evergreen Capital Management increased its Sony (SONY) stake by 11% in Q1 2026, buying an estimated $184K and bringing the position to 80,468 shares worth $1.67M. The position accounts for 0.04% of the portfolio, ranked #355.

Evergreen Capital Management first reported a position in SONY in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.93M in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Evergreen Capital Management held 80,468 shares of Sony worth $1.67M as of Q1 2026.
  • Evergreen Capital Management bought 8,202 Sony shares in Q1 2026, an estimated $184K.
  • Sony made up 0.04% of Evergreen Capital Management's portfolio in Q1 2026, its #355 holding.
  • Evergreen Capital Management first reported a position in Sony in Q4 2020 and has held it in 22 quarters since.
  • Evergreen Capital Management's Sony position peaked at $1.93M in Q3 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.