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HHM Wealth Advisors’s Sony SONY Stock Holding History

HHM Wealth 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
Q2 		$9.35K Buy
466
+456
+4,560% +$9.61K ﹤0.01% 639
2026
Q1 		$207 Hold
10
– – ﹤0.01% 851
2025
Q4 		$256 Hold
10
– – ﹤0.01% 820
2025
Q3 		$288 Hold
10
– – ﹤0.01% 829
2025
Q2 		$261 Hold
10
– – ﹤0.01% 838
2025
Q1 		$254 Hold
10
– – ﹤0.01% 892
2024
Q4 		$212 Hold
10
– – ﹤0.01% 966
2024
Q3 		$194 Hold
10
– – ﹤0.01% 758
2024
Q2 		$170 Sell
10
-1,015
-99% -$16.8K ﹤0.01% 767
2024
Q1 		$17.6K Hold
1,025
– – ﹤0.01% 437
2023
Q4 		$19.4K Hold
1,025
– – ﹤0.01% 412
2023
Q3 		$16.9K Buy
1,025
+10
+1% +$175 ﹤0.01% 429
2023
Q2 		$18.3K Sell
1,015
-475
-32% -$8.91K ﹤0.01% 432
2023
Q1 		$27K Hold
1,490
– – 0.01% 370
2022
Q4 		$22.7K Buy
1,490
+215
+17% +$3.21K 0.01% 344
2022
Q3 		$16K Hold
1,275
– – ﹤0.01% 379
2022
Q2 		$21K Buy
+1,275
New +$22.6K 0.01% 422

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
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
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

HHM Wealth Advisors's SONY Position: Q2 2026 in Review

HHM Wealth Advisors increased its Sony (SONY) stake by 4,560% in Q2 2026, buying an estimated $9.61K and bringing the position to 466 shares worth $9.35K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

HHM Wealth Advisors first reported a position in SONY in Q2 2022 and has held it in 17 quarters since. The position peaked at $27K in Q1 2023. 217 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • HHM Wealth Advisors held 466 shares of Sony worth $9.35K as of Q2 2026.
  • HHM Wealth Advisors bought 456 Sony shares in Q2 2026, an estimated $9.61K.
  • Sony made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #639 holding.
  • HHM Wealth Advisors first reported a position in Sony in Q2 2022 and has held it in 17 quarters since.
  • HHM Wealth Advisors's Sony position peaked at $27K in Q1 2023.
  • 217 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.