IPW
SONY icon

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
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 		$5.13M 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 		$3.67M Buy
+329,500
New +$3.23M 1.32% 20

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Inlet Private Wealth's SONY Position: Q2 2026 in Review

Inlet Private Wealth reduced its Sony (SONY) stake by 0.97% in Q2 2026, selling an estimated $55.3K and leaving 267,799 shares worth $5.37M. The position accounts for 1.31% of the portfolio, ranked #27.

Inlet Private Wealth first reported a position in SONY in Q2 2019 and has held it in 29 quarters since. The position peaked at $8.4M in Q3 2025. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Inlet Private Wealth held 267,799 shares of Sony worth $5.37M as of Q2 2026.
  • Inlet Private Wealth sold 2,625 Sony shares in Q2 2026, an estimated $55.3K.
  • Sony made up 1.31% of Inlet Private Wealth's portfolio in Q2 2026, its #27 holding.
  • Inlet Private Wealth first reported a position in Sony in Q2 2019 and has held it in 29 quarters since.
  • Inlet Private Wealth's Sony position peaked at $8.4M in Q3 2025.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Inlet Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.