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Financial & Tax Architects’s Sony SONY Stock Holding History

Financial & Tax Architects’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 		– Sell
-28,547
Closed -$731K – 120
2025
Q4 		$731K Sell
28,547
-1,658
-5% -$46.5K 0.16% 81
2025
Q3 		$870K Buy
30,205
+4,687
+18% +$126K 0.19% 74
2025
Q2 		$664K Buy
+25,518
New +$639K 0.16% 71
2022
Q3 		– Sell
-18,040
Closed -$295K – 79
2022
Q2 		$295K Buy
18,040
+1,985
+12% +$35.2K 0.11% 71
2022
Q1 		$330K Buy
16,055
+845
+6% +$18.4K 0.12% 75
2021
Q4 		$385K Sell
15,210
-1,945
-11% -$46.3K 0.16% 81
2021
Q3 		$379K Buy
+17,155
New +$359K 0.17% 83

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 & Tax Architects's SONY Position: Q1 2026 in Review

Financial & Tax Architects sold out of Sony (SONY) in Q1 2026, closing a stake of 28,547 shares — an estimated $731K sold.

Financial & Tax Architects first reported a position in SONY in Q3 2021 and held it in 7 quarters. The position peaked at $870K in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Financial & Tax Architects reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • Financial & Tax Architects sold 28,547 Sony shares in Q1 2026, an estimated $731K.
  • Financial & Tax Architects first reported a position in Sony in Q3 2021 and held it in 7 quarters.
  • Financial & Tax Architects's Sony position peaked at $870K in Q3 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Financial & Tax Architects's 13F filing for Q1 2026, filed 23 Apr 2026.