KP
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Keel Point’s Sony SONY Stock Holding History

Keel Point’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 		$225K Sell
10,880
-24,495
-69% -$549K 0.01% 414
2025
Q4 		$906K Sell
35,375
-104
-0.3% -$2.92K 0.05% 198
2025
Q3 		$1.02M Sell
35,479
-2,058
-5% -$55.3K 0.06% 182
2025
Q2 		$977K Buy
37,537
+12,192
+48% +$305K 0.06% 177
2025
Q1 		$644K Sell
25,345
-2,830
-10% -$65.4K 0.05% 203
2024
Q4 		$596K Buy
28,175
+260
+0.9% +$5.06K 0.05% 204
2024
Q3 		$539K Buy
27,915
+265
+1% +$4.83K 0.04% 224
2024
Q2 		$493K Buy
27,650
+1,695
+7% +$28K 0.04% 229
2024
Q1 		$445K Buy
25,955
+780
+3% +$14.3K 0.05% 225
2023
Q4 		$477K Buy
25,175
+4,330
+21% +$75.1K 0.06% 186
2023
Q3 		$344K Sell
20,845
-195
-0.9% -$3.4K 0.05% 215
2023
Q2 		$379K Sell
21,040
-690
-3% -$12.9K 0.05% 205
2023
Q1 		$394K Sell
21,730
-1,070
-5% -$18.5K 0.06% 192
2022
Q4 		$348K Buy
22,800
+1,060
+5% +$15.8K 0.05% 196
2022
Q3 		$278K Sell
21,740
-945
-4% -$15.1K 0.05% 189
2022
Q2 		$387K Sell
22,685
-1,230
-5% -$21.8K 0.06% 174
2022
Q1 		$491K Buy
23,915
+5,375
+29% +$117K 0.07% 151
2021
Q4 		$469K Sell
18,540
-175
-0.9% -$4.17K 0.05% 157
2021
Q3 		$414K Buy
18,715
+350
+2% +$7.33K 0.05% 164
2021
Q2 		$357K Buy
18,365
+280
+2% +$5.67K 0.04% 181
2021
Q1 		$383K Buy
+18,085
New +$382K 0.04% 178

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

Keel Point's SONY Position: Q1 2026 in Review

Keel Point reduced its Sony (SONY) stake by 69% in Q1 2026, selling an estimated $549K and leaving 10,880 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #414.

Keel Point first reported a position in SONY in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.02M in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Keel Point held 10,880 shares of Sony worth $225K as of Q1 2026.
  • Keel Point sold 24,495 Sony shares in Q1 2026, an estimated $549K.
  • Sony made up 0.01% of Keel Point's portfolio in Q1 2026, its #414 holding.
  • Keel Point first reported a position in Sony in Q1 2021 and has held it in 21 quarters since.
  • Keel Point's Sony position peaked at $1.02M in Q3 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.