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Kathmere Capital Management’s Sony SONY Stock Holding History

Kathmere Capital 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 		$428K Sell
21,357
-1,430
-6% -$30.1K 0.02% 432
2026
Q1 		$472K Sell
22,787
-11,636
-34% -$261K 0.03% 370
2025
Q4 		$881K Buy
34,423
+2,566
+8% +$72K 0.06% 214
2025
Q3 		$917K Buy
31,857
+1,694
+6% +$45.6K 0.07% 184
2025
Q2 		$785K Buy
30,163
+10,106
+50% +$253K 0.06% 196
2025
Q1 		$509K Buy
20,057
+8,985
+81% +$208K 0.04% 242
2024
Q4 		$234K Buy
+11,072
New +$216K 0.02% 361

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

Kathmere Capital Management's SONY Position: Q2 2026 in Review

Kathmere Capital Management reduced its Sony (SONY) stake by 6.3% in Q2 2026, selling an estimated $30.1K and leaving 21,357 shares worth $428K. The position accounts for 0.02% of the portfolio, ranked #432.

Kathmere Capital Management first reported a position in SONY in Q4 2024 and has held it in 7 quarters since. The position peaked at $917K in Q3 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Kathmere Capital Management held 21,357 shares of Sony worth $428K as of Q2 2026.
  • Kathmere Capital Management sold 1,430 Sony shares in Q2 2026, an estimated $30.1K.
  • Sony made up 0.02% of Kathmere Capital Management's portfolio in Q2 2026, its #432 holding.
  • Kathmere Capital Management first reported a position in Sony in Q4 2024 and has held it in 7 quarters since.
  • Kathmere Capital Management's Sony position peaked at $917K in Q3 2025.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.