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Larson Financial Group’s Sony SONY Stock Holding History

Larson Financial Group’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 		$24.2K Buy
1,207
+25
+2% +$527 ﹤0.01% 1907
2026
Q1 		$24.5K Buy
1,182
+139
+13% +$3.12K ﹤0.01% 1735
2025
Q4 		$26.7K Sell
1,043
-232
-18% -$6.51K ﹤0.01% 1553
2025
Q3 		$36.7K Buy
1,275
+651
+104% +$17.5K ﹤0.01% 1299
2025
Q2 		$16.2K Buy
624
+34
+6% +$851 ﹤0.01% 1581
2025
Q1 		$15K Buy
590
+140
+31% +$3.23K ﹤0.01% 1474
2024
Q4 		$9.53K Hold
450
– – ﹤0.01% 1504
2024
Q3 		$8.71K Buy
450
+360
+400% +$6.56K ﹤0.01% 1533
2024
Q2 		$1.54K Sell
90
-6,880
-99% -$114K ﹤0.01% 1637
2024
Q1 		$120K Buy
6,970
+6,830
+4,879% +$126K 0.01% 507
2023
Q4 		$2.67K Hold
140
– – ﹤0.01% 1316
2023
Q3 		$2.32K Sell
140
-7,035
-98% -$123K ﹤0.01% 1333
2023
Q2 		$129K Sell
7,175
-415
-5% -$7.78K 0.01% 390
2023
Q1 		$138K Sell
7,590
-2,425
-24% -$42K 0.02% 377
2022
Q4 		$153K Buy
10,015
+9,925
+11,028% +$148K 0.02% 335
2022
Q3 		$1K Hold
90
– – ﹤0.01% 1246
2022
Q2 		$1K Sell
90
-175
-66% -$3.1K ﹤0.01% 1145
2022
Q1 		$5K Sell
265
-15,335
-98% -$333K ﹤0.01% 799
2021
Q4 		$394K Buy
+15,600
New +$371K 0.06% 134

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

Larson Financial Group's SONY Position: Q2 2026 in Review

Larson Financial Group increased its Sony (SONY) stake by 2.1% in Q2 2026, buying an estimated $527 and bringing the position to 1,207 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1907.

Larson Financial Group first reported a position in SONY in Q4 2021 and has held it in 19 quarters since. The position peaked at $394K in Q4 2021. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Larson Financial Group held 1,207 shares of Sony worth $24.2K as of Q2 2026.
  • Larson Financial Group bought 25 Sony shares in Q2 2026, an estimated $527.
  • Sony made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1907 holding.
  • Larson Financial Group first reported a position in Sony in Q4 2021 and has held it in 19 quarters since.
  • Larson Financial Group's Sony position peaked at $394K in Q4 2021.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.