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Garton & Associates Financial Advisors’s Sony SONY Stock Holding History

Garton & Associates Financial Advisors’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
-143
Closed -$3.65K – 613
2025
Q4 		$3.65K Buy
+143
New +$4.01K ﹤0.01% 1033

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

Garton & Associates Financial Advisors's SONY Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Sony (SONY) in Q1 2026, closing a stake of 143 shares — an estimated $3.65K sold.

Garton & Associates Financial Advisors first reported a position in SONY in Q4 2025 and held it in 1 quarter. The position peaked at $3.65K in Q4 2025. 736 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 143 Sony shares in Q1 2026, an estimated $3.65K.
  • Garton & Associates Financial Advisors first reported a position in Sony in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Sony position peaked at $3.65K in Q4 2025.
  • 736 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.