IFS Advisors’s Sony SONY Stock Holding History

IFS 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 Q1	$12.2K	Hold	590	–	–	0.01%	115
2025 Q4	$15.1K	Hold	590	–	–	0.01%	81
2025 Q3	$17K	Hold	590	–	–	0.01%	70
2025 Q2	$15.4K	Hold	590	–	–	0.01%	67
2025 Q1	$15K	Hold	590	–	–	0.01%	78
2024 Q4	$12.5K	Hold	590	–	–	0.01%	76
2024 Q3	$11.4K	Hold	590	–	–	0.01%	63
2024 Q2	$10K	Hold	590	–	–	0.01%	67
2024 Q1	$10.1K	Hold	590	–	–	0.01%	67
2023 Q4	$11.2K	Hold	590	–	–	0.01%	54
2023 Q3	$9.72K	Hold	590	–	–	0.02%	60
2023 Q2	$10.6K	Hold	590	–	–	0.03%	57
2023 Q1	$10.7K	Hold	590	–	–	0.04%	47
2022 Q4	$9K	Hold	590	–	–	0.02%	59
2022 Q3	$7K	Hold	590	–	–	0.01%	58
2022 Q2	$9K	Hold	590	–	–	0.02%	51
2022 Q1	$12K	Hold	590	–	–	0.01%	55
2021 Q4	$14K	Buy	+590	New	+$14K	0.01%	62
2021 Q1	–	Sell	-590	Closed	-$11K	–	126
2020 Q4	$11K	Buy	+590	New	+$10.3K	0.01%	101

Other funds holding SONY

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

IFS Advisors's SONY Position: Q1 2026 in Review

IFS Advisors held its Sony (SONY) position steady in Q1 2026 at 590 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #115.

IFS Advisors first reported a position in SONY in Q4 2020 and has held it in 19 quarters since. The position peaked at $17K in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

IFS Advisors held 590 shares of Sony worth $12.2K as of Q1 2026.
IFS Advisors left its Sony share count unchanged in Q1 2026.
Sony made up 0.01% of IFS Advisors's portfolio in Q1 2026, its #115 holding.
IFS Advisors first reported a position in Sony in Q4 2020 and has held it in 19 quarters since.
IFS Advisors's Sony position peaked at $17K in Q3 2025.
733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.