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Journey Strategic Wealth’s Sony SONY Stock Holding History

Journey Strategic 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
Q1 		$372K Buy
17,948
+3,607
+25% +$80.8K 0.01% 447
2025
Q4 		$367K Buy
14,341
+843
+6% +$23.7K 0.01% 413
2025
Q3 		$389K Sell
13,498
-555
-4% -$14.9K 0.01% 364
2025
Q2 		$366K Sell
14,053
-6,270
-31% -$157K 0.01% 370
2025
Q1 		$516K Sell
20,323
-9,224
-31% -$213K 0.02% 225
2024
Q4 		$625K Buy
29,547
+867
+3% +$16.9K 0.02% 181
2024
Q3 		$554K Buy
28,680
+3,080
+12% +$56.1K 0.02% 203
2024
Q2 		$435K Buy
25,600
+7,955
+45% +$132K 0.02% 185
2024
Q1 		$303K Sell
17,645
-2,015
-10% -$37K 0.01% 186
2023
Q4 		$372K Buy
+19,660
New +$341K 0.02% 115

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Journey Strategic Wealth's SONY Position: Q1 2026 in Review

Journey Strategic Wealth increased its Sony (SONY) stake by 25% in Q1 2026, buying an estimated $80.8K and bringing the position to 17,948 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #447.

Journey Strategic Wealth first reported a position in SONY in Q4 2023 and has held it in 10 quarters since. The position peaked at $625K in Q4 2024. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Journey Strategic Wealth held 17,948 shares of Sony worth $372K as of Q1 2026.
  • Journey Strategic Wealth bought 3,607 Sony shares in Q1 2026, an estimated $80.8K.
  • Sony made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #447 holding.
  • Journey Strategic Wealth first reported a position in Sony in Q4 2023 and has held it in 10 quarters since.
  • Journey Strategic Wealth's Sony position peaked at $625K in Q4 2024.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.