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Financial Consulate’s Sony SONY Stock Holding History

Financial Consulate’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 		$14.8K Buy
714
+199
+39% +$4.46K ﹤0.01% 559
2025
Q4 		$13.2K Buy
515
+121
+31% +$3.4K ﹤0.01% 559
2025
Q3 		$11.3K Buy
+394
New +$10.6K ﹤0.01% 535

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

Financial Consulate's SONY Position: Q1 2026 in Review

Financial Consulate increased its Sony (SONY) stake by 39% in Q1 2026, buying an estimated $4.46K and bringing the position to 714 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Financial Consulate first reported a position in SONY in Q3 2025 and has held it in 3 quarters since. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Financial Consulate held 714 shares of Sony worth $14.8K as of Q1 2026.
  • Financial Consulate bought 199 Sony shares in Q1 2026, an estimated $4.46K.
  • Sony made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #559 holding.
  • Financial Consulate first reported a position in Sony in Q3 2025 and has held it in 3 quarters since.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.