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Harbor Investment Advisory’s Sony SONY Stock Holding History

Harbor Investment Advisory’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 		$27K Hold
1,345
– – ﹤0.01% 883
2026
Q1 		$27.8K Hold
1,345
– – ﹤0.01% 721
2025
Q4 		$34.4K Buy
1,345
+505
+60% +$14.2K ﹤0.01% 724
2025
Q3 		$24.2K Hold
840
– – ﹤0.01% 766
2025
Q2 		$21.9K Hold
840
– – ﹤0.01% 774
2025
Q1 		$21.3K Hold
840
– – ﹤0.01% 762
2024
Q4 		$17.8K Hold
840
– – ﹤0.01% 771
2024
Q3 		$16.2K Sell
840
-185
-18% -$3.37K ﹤0.01% 783
2024
Q2 		$17.4K Sell
1,025
-30
-3% -$496 ﹤0.01% 763
2024
Q1 		$18.1K Buy
1,055
+35
+3% +$643 ﹤0.01% 749
2023
Q4 		$19.3K Hold
1,020
– – ﹤0.01% 724
2023
Q3 		$16.8K Sell
1,020
-5,130
-83% -$89.5K ﹤0.01% 721
2023
Q2 		$111K Sell
6,150
-115
-2% -$2.16K 0.02% 473
2023
Q1 		$114K Sell
6,265
-5
-0.1% -$87 0.02% 462
2022
Q4 		$95.7K Buy
6,270
+235
+4% +$3.51K 0.01% 504
2022
Q3 		$77K Sell
6,035
-1,425
-19% -$22.8K 0.01% 539
2022
Q2 		$122K Hold
7,460
– – 0.02% 453
2022
Q1 		$153K Hold
7,460
– – 0.02% 428
2021
Q4 		$189K Hold
7,460
– – 0.02% 385
2021
Q3 		$165K Hold
7,460
– – 0.02% 402
2021
Q2 		$145K Hold
7,460
– – 0.02% 427
2021
Q1 		$158K Hold
7,460
– – 0.02% 381
2020
Q4 		$151K Sell
7,460
-2,120
-22% -$36.9K 0.02% 366
2020
Q3 		$147K Hold
9,580
– – 0.03% 326
2020
Q2 		$132K Hold
9,580
– – 0.03% 313
2020
Q1 		$113K Buy
9,580
+8,740
+1,040% +$115K 0.03% 295
2019
Q4 		$11K Buy
+840
New +$10.5K ﹤0.01% 625

Other funds holding SONY

PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

Harbor Investment Advisory's SONY Position: Q2 2026 in Review

Harbor Investment Advisory held its Sony (SONY) position steady in Q2 2026 at 1,345 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

Harbor Investment Advisory first reported a position in SONY in Q4 2019 and has held it in 27 quarters since. The position peaked at $189K in Q4 2021. 237 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Harbor Investment Advisory held 1,345 shares of Sony worth $27K as of Q2 2026.
  • Harbor Investment Advisory left its Sony share count unchanged in Q2 2026.
  • Sony made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #883 holding.
  • Harbor Investment Advisory first reported a position in Sony in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's Sony position peaked at $189K in Q4 2021.
  • 237 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.