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 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 $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

IMA Advisory Services's SONY Position: Q1 2026 in Review

IMA Advisory Services held its Sony (SONY) position steady in Q1 2026 at 240 shares worth $4.97K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

IMA Advisory Services first reported a position in SONY in Q2 2018 and has held it in 24 quarters since. The position peaked at $19K in Q4 2021. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

IMA Advisory Services held 240 shares of Sony worth $4.97K as of Q1 2026.
IMA Advisory Services left its Sony share count unchanged in Q1 2026.
Sony made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #408 holding.
IMA Advisory Services first reported a position in Sony in Q2 2018 and has held it in 24 quarters since.
IMA Advisory Services's Sony position peaked at $19K in Q4 2021.
733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.