IMA Advisory Services’s Sony SONY Stock Holding History

IMA Advisory Services’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	$6.86K	Buy	342 +102	+43%	+$2.15K	﹤0.01%	834
2026 Q1	$4.97K	Hold	240	–	–	﹤0.01%	408
2025 Q4	$6.14K	Buy	+240	New	+$6.74K	﹤0.01%	389
2023 Q4	–	Sell	-745	Closed	-$12.3K	–	238
2023 Q3	$12.3K	Hold	745	–	–	﹤0.01%	239
2023 Q2	$13.4K	Hold	745	–	–	﹤0.01%	237
2023 Q1	$13.5K	Hold	745	–	–	﹤0.01%	232
2022 Q4	$11.4K	Hold	745	–	–	﹤0.01%	254
2022 Q3	$10K	Hold	745	–	–	﹤0.01%	255
2022 Q2	$12K	Hold	745	–	–	﹤0.01%	255
2022 Q1	$15K	Hold	745	–	–	﹤0.01%	225
2021 Q4	$19K	Hold	745	–	–	﹤0.01%	223
2021 Q3	$16K	Hold	745	–	–	﹤0.01%	218
2021 Q2	$14K	Hold	745	–	–	﹤0.01%	218
2021 Q1	$16K	Hold	745	–	–	﹤0.01%	218
2020 Q4	$15K	Hold	745	–	–	﹤0.01%	205
2020 Q3	$11K	Hold	745	–	–	﹤0.01%	208
2020 Q2	$10K	Hold	745	–	–	﹤0.01%	208
2020 Q1	$9K	Hold	745	–	–	﹤0.01%	209
2019 Q4	$10K	Hold	745	–	–	﹤0.01%	213
2019 Q3	$9K	Hold	745	–	–	﹤0.01%	216
2019 Q2	$8K	Hold	745	–	–	﹤0.01%	212
2019 Q1	$6K	Hold	745	–	–	﹤0.01%	227
2018 Q4	$7K	Hold	745	–	–	﹤0.01%	234
2018 Q3	$9K	Hold	745	–	–	﹤0.01%	225
2018 Q2	$8K	Buy	+745	New	+$7.25K	﹤0.01%	285

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

IMA Advisory Services's SONY Position: Q2 2026 in Review

IMA Advisory Services increased its Sony (SONY) stake by 43% in Q2 2026, buying an estimated $2.15K and bringing the position to 342 shares worth $6.86K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

IMA Advisory Services first reported a position in SONY in Q2 2018 and has held it in 25 quarters since. The position peaked at $19K in Q4 2021. 743 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

IMA Advisory Services held 342 shares of Sony worth $6.86K as of Q2 2026.
IMA Advisory Services bought 102 Sony shares in Q2 2026, an estimated $2.15K.
Sony made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #834 holding.
IMA Advisory Services first reported a position in Sony in Q2 2018 and has held it in 25 quarters since.
IMA Advisory Services's Sony position peaked at $19K in Q4 2021.
743 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.