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JPL Wealth Management’s Sony SONY Stock Holding History

JPL 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 		$7.46K Buy
372
+29
+8% +$611 ﹤0.01% 664
2026
Q1 		$7.1K Buy
+343
New +$7.69K ﹤0.01% 607
2025
Q4 		– Sell
-454
Closed -$13.1K – 975
2025
Q3 		$13.1K Buy
+454
New +$12.2K ﹤0.01% 484

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

JPL Wealth Management's SONY Position: Q2 2026 in Review

JPL Wealth Management increased its Sony (SONY) stake by 8.5% in Q2 2026, buying an estimated $611 and bringing the position to 372 shares worth $7.46K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

JPL Wealth Management first reported a position in SONY in Q3 2025 and has held it in 3 quarters since. The position peaked at $13.1K in Q3 2025. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • JPL Wealth Management held 372 shares of Sony worth $7.46K as of Q2 2026.
  • JPL Wealth Management bought 29 Sony shares in Q2 2026, an estimated $611.
  • Sony made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #664 holding.
  • JPL Wealth Management first reported a position in Sony in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Sony position peaked at $13.1K in Q3 2025.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.