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Lathrop Investment Management’s Sony SONY Stock Holding History

Lathrop Investment 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
Q1 		$12.2M Sell
591,040
-14,687
-2% -$329K 2.29% 22
2025
Q4 		$15.5M Sell
605,727
-3,018
-0.5% -$84.7K 2.81% 16
2025
Q3 		$17.5M Sell
608,745
-19,276
-3% -$518K 3.23% 11
2025
Q2 		$16.3M Sell
628,021
-20,181
-3% -$505K 3.09% 11
2025
Q1 		$16.5M Buy
648,202
+8,428
+1% +$195K 3.27% 6
2024
Q4 		$13.5M Buy
639,774
+509
+0.1% +$9.91K 2.58% 18
2024
Q3 		$12.3M Sell
639,265
-13,535
-2% -$247K 2.29% 19
2024
Q2 		$11.1M Sell
652,800
-36,315
-5% -$600K 2.17% 22
2024
Q1 		$11.8M Buy
689,115
+1,835
+0.3% +$33.7K 2.29% 19
2023
Q4 		$13M Sell
687,280
-23,035
-3% -$400K 2.66% 18
2023
Q3 		$11.7M Sell
710,315
-30,890
-4% -$539K 2.52% 18
2023
Q2 		$13.3M Buy
741,205
+99,490
+16% +$1.87M 2.71% 16
2023
Q1 		$11.6M Buy
641,715
+95,165
+17% +$1.65M 2.47% 24
2022
Q4 		$8.34M Sell
546,550
-5,405
-1% -$80.7K 1.84% 28
2022
Q3 		$7.07M Buy
551,955
+63,290
+13% +$1.01M 1.87% 28
2022
Q2 		$7.99M Sell
488,665
-29,460
-6% -$522K 2% 27
2022
Q1 		$10.6M Buy
518,125
+90,480
+21% +$1.97M 2.25% 27
2021
Q4 		$10.8M Buy
+427,645
New +$10.2M 2.13% 24

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 $6.48B AUM 18.36% 1-Year Est. Return
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

Lathrop Investment Management's SONY Position: Q1 2026 in Review

Lathrop Investment Management reduced its Sony (SONY) stake by 2.4% in Q1 2026, selling an estimated $329K and leaving 591,040 shares worth $12.2M. The position accounts for 2.29% of the portfolio, ranked #22.

Lathrop Investment Management first reported a position in SONY in Q4 2021 and has held it in 18 quarters since. The position peaked at $17.5M in Q3 2025. 734 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Lathrop Investment Management held 591,040 shares of Sony worth $12.2M as of Q1 2026.
  • Lathrop Investment Management sold 14,687 Sony shares in Q1 2026, an estimated $329K.
  • Sony made up 2.29% of Lathrop Investment Management's portfolio in Q1 2026, its #22 holding.
  • Lathrop Investment Management first reported a position in Sony in Q4 2021 and has held it in 18 quarters since.
  • Lathrop Investment Management's Sony position peaked at $17.5M in Q3 2025.
  • 734 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Lathrop Investment Management's 13F filing for Q1 2026, filed 12 May 2026.