GM Advisory Group’s Sony SONY Stock Holding History

GM Advisory Group’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 Q4	–	Sell	-7,018	Closed	-$202K	–	368
2025 Q3	$202K	Buy	+7,018	New	+$189K	0.01%	296
2022 Q3	–	Sell	-13,945	Closed	-$228K	–	201
2022 Q2	$228K	Buy	+13,945	New	+$247K	0.04%	163

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

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

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

GM Advisory Group's SONY Position: Q4 2025 in Review

GM Advisory Group sold out of Sony (SONY) in Q4 2025, closing a stake of 7,018 shares — an estimated $202K sold.

GM Advisory Group first reported a position in SONY in Q2 2022 and held it in 2 quarters. The position peaked at $228K in Q2 2022. 820 funds tracked by Wall St. Rank hold SONY as of Q4 2025.

GM Advisory Group reported no remaining Sony position as of Q4 2025 after selling out during the quarter.
GM Advisory Group sold 7,018 Sony shares in Q4 2025, an estimated $202K.
GM Advisory Group first reported a position in Sony in Q2 2022 and held it in 2 quarters.
GM Advisory Group's Sony position peaked at $228K in Q2 2022.
820 funds tracked by Wall St. Rank held Sony as of Q4 2025.

Based on GM Advisory Group's 13F filing for Q4 2025, filed 13 Feb 2026.