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Ferguson Wellman Capital Management’s Sony SONY Stock Holding History

Ferguson Wellman 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
Q2 		$23.1M Sell
1,153,323
-2,870
-0.2% -$60.5K 0.28% 72
2026
Q1 		$23.9M Buy
+1,156,193
New +$25.9M 0.33% 69
2021
Q1 		– Sell
-1,337,310
Closed -$27M – 388
2020
Q4 		$27M Sell
1,337,310
-281,420
-17% -$4.89M 0.66% 42
2020
Q3 		$24.8M Buy
1,618,730
+35,445
+2% +$551K 0.69% 40
2020
Q2 		$21.9M Buy
1,583,285
+47,965
+3% +$623K 0.67% 43
2020
Q1 		$18.2M Buy
1,535,320
+17,505
+1% +$229K 0.68% 44
2019
Q4 		$20.6M Buy
1,517,815
+49,990
+3% +$623K 0.61% 54
2019
Q3 		$17.4M Buy
1,467,825
+45,450
+3% +$513K 0.55% 56
2019
Q2 		$14.9M Buy
1,422,375
+9,600
+0.7% +$94.2K 0.5% 65
2019
Q1 		$11.9M Buy
1,412,775
+7,425
+0.5% +$69.5K 0.41% 69
2018
Q4 		$13.6M Buy
1,405,350
+22,990
+2% +$243K 0.52% 55
2018
Q3 		$16.8M Buy
1,382,360
+70,060
+5% +$771K 0.55% 48
2018
Q2 		$13.5M Buy
1,312,300
+65,925
+5% +$641K 0.47% 66
2018
Q1 		$12.1M Buy
1,246,375
+39,875
+3% +$393K 0.43% 78
2017
Q4 		$10.8M Buy
1,206,500
+9,525
+0.8% +$81.8K 0.37% 82
2017
Q3 		$8.94M Sell
1,196,975
-575
-0% -$4.5K 0.32% 90
2017
Q2 		$9.15M Buy
1,197,550
+331,875
+38% +$2.35M 0.34% 82
2017
Q1 		$5.84M Buy
+865,675
New +$5.4M 0.22% 116

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Ferguson Wellman Capital Management's SONY Position: Q2 2026 in Review

Ferguson Wellman Capital Management reduced its Sony (SONY) stake by 0.25% in Q2 2026, selling an estimated $60.5K and leaving 1,153,323 shares worth $23.1M. The position accounts for 0.28% of the portfolio, ranked #72.

Ferguson Wellman Capital Management first reported a position in SONY in Q1 2017 and has held it in 18 quarters since. The position peaked at $27M in Q4 2020. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Ferguson Wellman Capital Management held 1,153,323 shares of Sony worth $23.1M as of Q2 2026.
  • Ferguson Wellman Capital Management sold 2,870 Sony shares in Q2 2026, an estimated $60.5K.
  • Sony made up 0.28% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #72 holding.
  • Ferguson Wellman Capital Management first reported a position in Sony in Q1 2017 and has held it in 18 quarters since.
  • Ferguson Wellman Capital Management's Sony position peaked at $27M in Q4 2020.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.