IC
SONY icon

IEQ Capital’s Sony SONY Stock Holding History

IEQ Capital’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 		$2.62M Buy
126,527
+2,473
+2% +$55.4K 0.01% 673
2025
Q4 		$3.18M Buy
124,054
+8,654
+7% +$243K 0.01% 652
2025
Q3 		$3.32M Buy
115,400
+53,599
+87% +$1.44M 0.01% 602
2025
Q2 		$1.61M Buy
61,801
+16,015
+35% +$401K 0.01% 703
2025
Q1 		$1.16M Buy
45,786
+12,949
+39% +$299K 0.01% 715
2024
Q4 		$695K Buy
32,837
+747
+2% +$14.6K 0.01% 756
2024
Q3 		$620K Buy
32,090
+3,940
+14% +$71.8K 0.01% 683
2024
Q2 		$478K Buy
28,150
+2,955
+12% +$48.9K 0.01% 672
2024
Q1 		$432K Buy
25,195
+215
+0.9% +$3.95K 0.01% 669
2023
Q4 		$473K Buy
24,980
+4,020
+19% +$69.7K 0.01% 594
2023
Q3 		$345K Buy
20,960
+2,755
+15% +$48.1K 0.01% 679
2023
Q2 		$328K Buy
18,205
+2,740
+18% +$51.4K 0.01% 647
2023
Q1 		$280K Sell
15,465
-2,270
-13% -$39.3K 0.01% 737
2022
Q4 		$271K Buy
+17,735
New +$265K 0.01% 663
2022
Q3 		– Sell
-14,365
Closed -$235K – 871
2022
Q2 		$235K Buy
14,365
+1,085
+8% +$19.2K 0.01% 675
2022
Q1 		$273K Buy
+13,280
New +$289K 0.01% 664

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
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

IEQ Capital's SONY Position: Q1 2026 in Review

IEQ Capital increased its Sony (SONY) stake by 2% in Q1 2026, buying an estimated $55.4K and bringing the position to 126,527 shares worth $2.62M. The position accounts for 0.01% of the portfolio, ranked #673.

IEQ Capital first reported a position in SONY in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.32M in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • IEQ Capital held 126,527 shares of Sony worth $2.62M as of Q1 2026.
  • IEQ Capital bought 2,473 Sony shares in Q1 2026, an estimated $55.4K.
  • Sony made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #673 holding.
  • IEQ Capital first reported a position in Sony in Q1 2022 and has held it in 16 quarters since.
  • IEQ Capital's Sony position peaked at $3.32M in Q3 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.