JTC Employer Solutions Trustee’s Sony SONY Stock Holding History

JTC Employer Solutions Trustee’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	$83K	Sell	4,000 -950	-19%	-$21.3K	0.01%	216
2025 Q4	$126K	Hold	4,950	–	–	0.01%	196
2025 Q3	$142K	Hold	4,950	–	–	0.01%	180
2025 Q2	$129K	Hold	4,950	–	–	0.01%	175
2025 Q1	$126K	Hold	4,950	–	–	0.01%	179
2024 Q4	$105K	Hold	4,950	–	–	0.01%	191
2024 Q3	$95K	Hold	4,950	–	–	0.01%	205
2024 Q2	$84K	Hold	4,950	–	–	0.01%	218
2024 Q1	$85K	Hold	4,950	–	–	0.01%	219
2023 Q4	$94K	Hold	4,950	–	–	0.01%	198
2023 Q3	$82K	Hold	4,950	–	–	0.01%	213
2023 Q2	$89K	Hold	4,950	–	–	0.01%	204
2023 Q1	$90K	Hold	4,950	–	–	0.01%	211
2022 Q4	$75K	Hold	4,950	–	–	0.01%	229
2022 Q3	$63K	Buy	4,950 +4,000	+421%	+$64.1K	0.01%	195
2022 Q2	$16K	Hold	950	–	–	﹤0.01%	248
2022 Q1	$20K	Hold	950	–	–	﹤0.01%	250
2021 Q4	$24K	Hold	950	–	–	﹤0.01%	243
2021 Q3	$21K	Buy	+950	New	+$19.9K	﹤0.01%	252

Other funds holding SONY

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JTC Employer Solutions Trustee's SONY Position: Q1 2026 in Review

JTC Employer Solutions Trustee reduced its Sony (SONY) stake by 19% in Q1 2026, selling an estimated $21.3K and leaving 4,000 shares worth $83K. The position accounts for 0.01% of the portfolio, ranked #216.

JTC Employer Solutions Trustee first reported a position in SONY in Q3 2021 and has held it in 19 quarters since. The position peaked at $142K in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

JTC Employer Solutions Trustee held 4,000 shares of Sony worth $83K as of Q1 2026.
JTC Employer Solutions Trustee sold 950 Sony shares in Q1 2026, an estimated $21.3K.
Sony made up 0.01% of JTC Employer Solutions Trustee's portfolio in Q1 2026, its #216 holding.
JTC Employer Solutions Trustee first reported a position in Sony in Q3 2021 and has held it in 19 quarters since.
JTC Employer Solutions Trustee's Sony position peaked at $142K in Q3 2025.
733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q1 2026, filed 19 May 2026.