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JDM Financial Group’s Sony SONY Stock Holding History

JDM Financial Group’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 		$4.11K Hold
205
– – ﹤0.01% 278
2026
Q1 		$4.24K Buy
+205
New +$4.59K ﹤0.01% 257

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

JDM Financial Group's SONY Position: Q2 2026 in Review

JDM Financial Group held its Sony (SONY) position steady in Q2 2026 at 205 shares worth $4.11K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

JDM Financial Group first reported a position in SONY in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.24K in Q1 2026. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • JDM Financial Group held 205 shares of Sony worth $4.11K as of Q2 2026.
  • JDM Financial Group left its Sony share count unchanged in Q2 2026.
  • Sony made up ﹤0.01% of JDM Financial Group's portfolio in Q2 2026, its #278 holding.
  • JDM Financial Group first reported a position in Sony in Q1 2026 and has held it in 2 quarters since.
  • JDM Financial Group's Sony position peaked at $4.24K in Q1 2026.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.