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Glass Jacobson Investment Advisors’s Sony SONY Stock Holding History

Glass Jacobson Investment 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
2025
Q2 		– Sell
-180
Closed -$3.81K – 807
2025
Q1 		$3.81K Hold
180
– – ﹤0.01% 688
2024
Q4 		$3.81K Buy
+180
New +$3.51K ﹤0.01% 688
2023
Q3 		– Sell
-25
Closed -$451 – 828
2023
Q2 		$451 Buy
+25
New +$469 ﹤0.01% 758

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Glass Jacobson Investment Advisors's SONY Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Sony (SONY) in Q2 2025, closing a stake of 180 shares — an estimated $3.81K sold.

Glass Jacobson Investment Advisors first reported a position in SONY in Q2 2023 and held it in 3 quarters. The position peaked at $3.81K in Q1 2025. 758 funds tracked by Wall St. Rank hold SONY as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining Sony position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 180 Sony shares in Q2 2025, an estimated $3.81K.
  • Glass Jacobson Investment Advisors first reported a position in Sony in Q2 2023 and held it in 3 quarters.
  • Glass Jacobson Investment Advisors's Sony position peaked at $3.81K in Q1 2025.
  • 758 funds tracked by Wall St. Rank held Sony as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.