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Forum Financial Management’s Sony SONY Stock Holding History

Forum Financial 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 		– Sell
-118,617
Closed -$3.04M – 893
2025
Q4 		$3.04M Hold
118,617
– – 0.04% 106
2025
Q3 		$3.41M Buy
118,617
+8,300
+8% +$223K 0.05% 85
2025
Q2 		$2.87M Buy
110,317
+1,942
+2% +$48.6K 0.04% 93
2025
Q1 		$2.75M Sell
108,375
-6,875
-6% -$159K 0.05% 86
2024
Q4 		$2.44M Buy
115,250
+24,650
+27% +$480K 0.04% 95
2024
Q3 		$1.75M Sell
90,600
-65
-0.1% -$1.19K 0.03% 120
2024
Q2 		$1.54M Sell
90,665
-7,650
-8% -$126K 0.03% 128
2024
Q1 		$1.69M Sell
98,315
-10
-0% -$184 0.03% 132
2023
Q4 		$1.86M Buy
98,325
+2,445
+3% +$42.4K 0.04% 94
2023
Q3 		$1.58M Buy
95,880
+80
+0.1% +$1.4K 0.03% 110
2023
Q2 		$1.73M Sell
95,800
-4,520
-5% -$84.8K 0.04% 96
2023
Q1 		$1.82M Buy
100,320
+160
+0.2% +$2.77K 0.05% 86
2022
Q4 		$1.53M Sell
100,160
-1,855
-2% -$27.7K 0.05% 91
2022
Q3 		$1.31M Hold
102,015
– – 0.06% 87
2022
Q2 		$1.67M Buy
102,015
+125
+0.1% +$2.21K 0.08% 77
2022
Q1 		$2.09M Hold
101,890
– – 0.1% 59
2021
Q4 		$2.58M Buy
+101,890
New +$2.43M 0.13% 50

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Forum Financial Management's SONY Position: Q1 2026 in Review

Forum Financial Management sold out of Sony (SONY) in Q1 2026, closing a stake of 118,617 shares — an estimated $3.04M sold.

Forum Financial Management first reported a position in SONY in Q4 2021 and held it in 17 quarters. The position peaked at $3.41M in Q3 2025. 736 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Forum Financial Management reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 118,617 Sony shares in Q1 2026, an estimated $3.04M.
  • Forum Financial Management first reported a position in Sony in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Sony position peaked at $3.41M in Q3 2025.
  • 736 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.