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Jackson Grant Investment Advisers’s Sony SONY Stock Holding History

Jackson Grant Investment Advisers’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 		$10.1K Hold
505
– – ﹤0.01% 314
2026
Q1 		$10.5K Hold
505
– – ﹤0.01% 301
2025
Q4 		$12.9K Hold
505
– – ﹤0.01% 281
2025
Q3 		$14.5K Hold
505
– – ﹤0.01% 273
2025
Q2 		$13.1K Hold
505
– – ﹤0.01% 253
2025
Q1 		$12.8K Hold
505
– – 0.01% 249
2024
Q4 		$10.7K Hold
505
– – ﹤0.01% 261
2024
Q3 		$9.75K Hold
505
– – ﹤0.01% 264
2024
Q2 		$8.58K Hold
505
– – ﹤0.01% 275
2024
Q1 		$8.66K Hold
505
– – ﹤0.01% 267
2023
Q4 		$9.56K Hold
505
– – ﹤0.01% 255
2023
Q3 		$8.32K Hold
505
– – ﹤0.01% 262
2023
Q2 		$9.09K Hold
505
– – ﹤0.01% 261
2023
Q1 		$9.16K Buy
+505
New +$8.75K ﹤0.01% 295

Other funds holding SONY

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jackson Grant Investment Advisers's SONY Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Sony (SONY) position steady in Q2 2026 at 505 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Jackson Grant Investment Advisers first reported a position in SONY in Q1 2023 and has held it in 14 quarters since. The position peaked at $14.5K in Q3 2025. 281 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Jackson Grant Investment Advisers held 505 shares of Sony worth $10.1K as of Q2 2026.
  • Jackson Grant Investment Advisers left its Sony share count unchanged in Q2 2026.
  • Sony made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #314 holding.
  • Jackson Grant Investment Advisers first reported a position in Sony in Q1 2023 and has held it in 14 quarters since.
  • Jackson Grant Investment Advisers's Sony position peaked at $14.5K in Q3 2025.
  • 281 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.