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Jackson Thornton Wealth Management’s Sony SONY Stock Holding History

Jackson Thornton 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
2026
Q2 		$351K Buy
17,490
+7,805
+81% +$165K 0.03% 238
2026
Q1 		$204K Buy
+9,685
New +$217K 0.02% 275
2025
Q4 		– Sell
-6,861
Closed -$204K – 346
2025
Q3 		$204K Buy
+6,861
New +$184K 0.02% 265

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

Jackson Thornton Wealth Management's SONY Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its Sony (SONY) stake by 81% in Q2 2026, buying an estimated $165K and bringing the position to 17,490 shares worth $351K. The position accounts for 0.03% of the portfolio, ranked #238.

Jackson Thornton Wealth Management first reported a position in SONY in Q3 2025 and has held it in 3 quarters since. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Jackson Thornton Wealth Management held 17,490 shares of Sony worth $351K as of Q2 2026.
  • Jackson Thornton Wealth Management bought 7,805 Sony shares in Q2 2026, an estimated $165K.
  • Sony made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #238 holding.
  • Jackson Thornton Wealth Management first reported a position in Sony in Q3 2025 and has held it in 3 quarters since.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.