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FWL Investment Management’s Sony SONY Stock Holding History

FWL Investment 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 		$11.5K Buy
+571
New +$12K ﹤0.01% 297
2024
Q1 		– Sell
-420
Closed -$7.95K – 262
2023
Q4 		$7.95K Buy
+420
New +$7.29K ﹤0.01% 175

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

FWL Investment Management's SONY Position: Q2 2026 in Review

FWL Investment Management opened a new position in Sony (SONY) in Q2 2026: 571 shares worth $11.5K. The stake represents ﹤0.01% of the portfolio and ranks #297 among its holdings. This is a return to the name: FWL Investment Management previously reported a position in SONY as recently as Q4 2023.

FWL Investment Management first reported a position in SONY in Q4 2023 and has held it in 2 quarters since. 743 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • FWL Investment Management held 571 shares of Sony worth $11.5K as of Q2 2026.
  • Sony was a new FWL Investment Management position in Q2 2026.
  • Sony made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #297 holding.
  • FWL Investment Management first reported a position in Sony in Q4 2023 and has held it in 2 quarters since.
  • 743 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.