IHT Wealth Management’s Sony SONY Stock Holding History

IHT Wealth Management’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	$529K	Sell	25,537 -29	-0.1%	-$650	0.01%	803
2025 Q4	$654K	Buy	25,566 +1,850	+8%	+$51.9K	0.02%	672
2025 Q3	$683K	Buy	23,716 +1,192	+5%	+$32.1K	0.02%	642
2025 Q2	$586K	Buy	22,524 +10,978	+95%	+$275K	0.02%	648
2025 Q1	$293K	Sell	11,546 -915	-7%	-$21.1K	0.01%	867
2024 Q4	$264K	Sell	12,461 -7,464	-37%	-$145K	0.01%	902
2024 Q3	$385K	Buy	+19,925	New	+$363K	0.01%	810
2024 Q1	–	Sell	-10,925	Closed	-$207K	–	1062
2023 Q4	$207K	Buy	+10,925	New	+$190K	0.01%	896
2023 Q2	–	Sell	-11,320	Closed	-$205K	–	1015
2023 Q1	$205K	Buy	+11,320	New	+$196K	0.01%	853
2018 Q2	–	Sell	-220	Closed	-$2K	–	1206
2018 Q1	$2K	Hold	220	–	–	﹤0.01%	1527
2017 Q4	$2K	Hold	220	–	–	﹤0.01%	1515
2017 Q3	$2K	Hold	220	–	–	﹤0.01%	1235
2017 Q2	$8	Hold	220	–	–	﹤0.01%	1023
2017 Q1	$1K	Buy	+220	New	+$1.37K	﹤0.01%	1209

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

IHT Wealth Management's SONY Position: Q1 2026 in Review

IHT Wealth Management reduced its Sony (SONY) stake by 0.11% in Q1 2026, selling an estimated $650 and leaving 25,537 shares worth $529K. The position accounts for 0.01% of the portfolio, ranked #803.

IHT Wealth Management first reported a position in SONY in Q1 2017 and has held it in 14 quarters since. The position peaked at $683K in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

IHT Wealth Management held 25,537 shares of Sony worth $529K as of Q1 2026.
IHT Wealth Management sold 29 Sony shares in Q1 2026, an estimated $650.
Sony made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #803 holding.
IHT Wealth Management first reported a position in Sony in Q1 2017 and has held it in 14 quarters since.
IHT Wealth Management's Sony position peaked at $683K in Q3 2025.
733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.