Gibbs Wealth Management’s Sony SONY Stock Holding History

Gibbs Wealth 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	$738K	Sell	35,669 -4,906	-12%	-$110K	0.1%	214
2025 Q4	$1.02M	Sell	40,575 -11,916	-23%	-$335K	0.25%	86
2025 Q3	$1.51M	Sell	52,491 -13,209	-20%	-$355K	0.34%	60
2025 Q2	$1.71M	Buy	65,700 +2,158	+3%	+$54K	0.33%	65
2025 Q1	$1.61M	Buy	63,542 +7,162	+13%	+$165K	0.39%	57
2024 Q4	$1.19M	Buy	+56,380	New	+$1.1M	0.32%	73
2024 Q2	–	Sell	-30,205	Closed	-$518K	–	248
2024 Q1	$518K	Buy	+30,205	New	+$555K	0.3%	87

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Gibbs Wealth Management's SONY Position: Q1 2026 in Review

Gibbs Wealth Management reduced its Sony (SONY) stake by 12% in Q1 2026, selling an estimated $110K and leaving 35,669 shares worth $738K. The position accounts for 0.1% of the portfolio, ranked #214.

Gibbs Wealth Management first reported a position in SONY in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.71M in Q2 2025. 738 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Gibbs Wealth Management held 35,669 shares of Sony worth $738K as of Q1 2026.
Gibbs Wealth Management sold 4,906 Sony shares in Q1 2026, an estimated $110K.
Sony made up 0.1% of Gibbs Wealth Management's portfolio in Q1 2026, its #214 holding.
Gibbs Wealth Management first reported a position in Sony in Q1 2024 and has held it in 7 quarters since.
Gibbs Wealth Management's Sony position peaked at $1.71M in Q2 2025.
738 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.