Inlet Private Wealth
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Inlet Private Wealth’s Sony SONY Stock Holding History

Inlet Private Wealth’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
Q3 		$6.32M Buy
268,600
+801
+0.3% +$18.4K 1.53% 22
2026
Q2 		$5.37M Sell
267,799
-2,625
-1% -$55.3K 1.31% 27
2026
Q1 		$5.6M Sell
270,424
-6,350
-2% -$142K 1.43% 23
2025
Q4 		$7.09M Sell
276,774
-14,850
-5% -$417K 1.64% 19
2025
Q3 		$8.4M Buy
291,624
+2,974
+1% +$80K 1.89% 14
2025
Q2 		$7.51M Sell
288,650
-250
-0.1% -$6.26K 1.85% 16
2025
Q1 		$7.34M Hold
288,900
– – 1.91% 12
2024
Q4 		$6.11M Sell
288,900
-15,600
-5% -$304K 1.62% 16
2024
Q3 		$5.88M Buy
304,500
+250
+0.1% +$4.56K 1.49% 20
2024
Q2 		$5.17M Sell
304,250
-2,950
-1% -$48.8K 1.41% 24
2024
Q1 		$5.27M Hold
307,200
– – 1.47% 26
2023
Q4 		$5.82M Sell
307,200
-15,750
-5% -$273K 1.78% 16
2023
Q3 		$5.32M Sell
322,950
-325
-0.1% -$5.67K 1.75% 19
2023
Q2 		$5.82M Buy
323,275
+500
+0.2% +$9.38K 1.47% 20
2023
Q1 		$5.85M Sell
322,775
-2,500
-0.8% -$43.3K 1.52% 18
2022
Q4 		$4.96M Sell
325,275
-1,270
-0.4% -$19K 1.27% 21
2022
Q3 		$4.18M Sell
326,545
-190
-0.1% -$3.04K 1.25% 23
2022
Q2 		$5.34M Buy
326,735
+25
+0% +$443 1.53% 16
2022
Q1 		$6.71M Buy
326,710
+10,490
+3% +$228K 1.68% 14
2021
Q4 		$7.99M Sell
316,220
-4,675
-1% -$111K 1.94% 10
2021
Q3 		$7.1M Sell
320,895
-750
-0.2% -$15.7K 1.9% 10
2021
Q2 		$6.25M Buy
321,645
+120
+0% +$2.43K 1.64% 16
2021
Q1 		$6.82M Sell
321,525
-11,500
-3% -$243K 1.95% 10
2020
Q4 		$6.73M Sell
333,025
-1,475
-0.4% -$25.7K 2.2% 10
2020
Q3 		$5.14M Sell
334,500
-11,000
-3% -$171K 2% 11
2020
Q2 		$4.78M Hold
345,500
– – 1.91% 12
2020
Q1 		$4.09M Buy
345,500
+250
+0.1% +$3.28K 1.9% 13
2019
Q4 		$4.7M Buy
345,250
+4,000
+1% +$49.9K 1.55% 18
2019
Q3 		$4.04M Buy
341,250
+11,750
+4% +$133K 1.49% 18
2019
Q2 		$3.68M Buy
+329,500
New +$3.23M 1.32% 20

Other funds holding SONY

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

Inlet Private Wealth's SONY Position: Q3 2026 in Review

Inlet Private Wealth increased its Sony (SONY) stake by 0.3% in Q3 2026, buying an estimated $18.4K and bringing the position to 268,600 shares worth $6.32M. The position accounts for 1.53% of the portfolio, ranked #22.

Inlet Private Wealth first reported a position in SONY in Q2 2019 and has held it in 30 quarters since. The position peaked at $8.4M in Q3 2025. 165 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

  • Inlet Private Wealth held 268,600 shares of Sony worth $6.32M as of Q3 2026.
  • Inlet Private Wealth bought 801 Sony shares in Q3 2026, an estimated $18.4K.
  • Sony made up 1.53% of Inlet Private Wealth's portfolio in Q3 2026, its #22 holding.
  • Inlet Private Wealth first reported a position in Sony in Q2 2019 and has held it in 30 quarters since.
  • Inlet Private Wealth's Sony position peaked at $8.4M in Q3 2025.
  • 165 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on Inlet Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.