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Legacy Capital Group California’s Sony SONY Stock Holding History

Legacy Capital Group California’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 		– Sell
-12,264
Closed -$314K – 352
2025
Q4 		$314K Buy
12,264
+2,173
+22% +$61K 0.08% 282
2025
Q3 		$291K Buy
10,091
+568
+6% +$15.3K 0.07% 293
2025
Q2 		$248K Buy
+9,523
New +$238K 0.07% 292
2025
Q1 		– Sell
-12,805
Closed -$271K – 357
2024
Q4 		$271K Sell
12,805
-15
-0.1% -$292 0.08% 258
2024
Q3 		$248K Sell
12,820
-35
-0.3% -$638 0.08% 265
2024
Q2 		$218K Sell
12,855
-8,905
-41% -$147K 0.08% 281
2024
Q1 		$373K Sell
21,760
-1,755
-7% -$32.3K 0.14% 197
2023
Q4 		$445K Buy
23,515
+550
+2% +$9.54K 0.17% 176
2023
Q3 		$379K Buy
+22,965
New +$401K 0.16% 177

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

Legacy Capital Group California's SONY Position: Q1 2026 in Review

Legacy Capital Group California sold out of Sony (SONY) in Q1 2026, closing a stake of 12,264 shares — an estimated $314K sold.

Legacy Capital Group California first reported a position in SONY in Q3 2023 and held it in 9 quarters. The position peaked at $445K in Q4 2023. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Legacy Capital Group California reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Group California sold 12,264 Sony shares in Q1 2026, an estimated $314K.
  • Legacy Capital Group California first reported a position in Sony in Q3 2023 and held it in 9 quarters.
  • Legacy Capital Group California's Sony position peaked at $445K in Q4 2023.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.