Iron Horse Wealth Management’s Sony SONY Stock Holding History

Iron Horse 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
2025 Q2	$2.47K	Hold	95	–	–	﹤0.01%	457
2025 Q1	$2.41K	Hold	95	–	–	﹤0.01%	441
2024 Q4	$2.01K	Hold	95	–	–	﹤0.01%	396
2024 Q3	$1.83K	Hold	95	–	–	﹤0.01%	394
2024 Q2	$1.61K	Hold	95	–	–	﹤0.01%	376
2024 Q1	$1.63K	Sell	95 -10	-10%	-$184	﹤0.01%	364
2023 Q4	$1.99K	Hold	105	–	–	﹤0.01%	362
2023 Q3	$1.73K	Buy	+105	New	+$1.83K	﹤0.01%	377
2022 Q3	–	Sell	-20	Closed	–	–	263
2022 Q2	$0	Buy	+20	New	+$354	﹤0.01%	314
2022 Q1	–	Sell	-80	Closed	-$2K	–	269
2021 Q4	$2K	Hold	80	–	–	﹤0.01%	181
2021 Q3	$2K	Buy	+80	New	+$1.68K	﹤0.01%	162

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Iron Horse Wealth Management's SONY Position: Q2 2025 in Review

Iron Horse Wealth Management held its Sony (SONY) position steady in Q2 2025 at 95 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Iron Horse Wealth Management first reported a position in SONY in Q3 2021 and has held it in 11 quarters since. 757 funds tracked by Wall St. Rank hold SONY as of Q2 2025.

Iron Horse Wealth Management held 95 shares of Sony worth $2.47K as of Q2 2025.
Iron Horse Wealth Management left its Sony share count unchanged in Q2 2025.
Sony made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #457 holding.
Iron Horse Wealth Management first reported a position in Sony in Q3 2021 and has held it in 11 quarters since.
757 funds tracked by Wall St. Rank held Sony as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.