LFA
SONY icon

Legacy Financial Advisors’s Sony SONY Stock Holding History

Legacy Financial Advisors’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
2025
Q4 		– Sell
-37,772
Closed -$1.09M – 451
2025
Q3 		$1.09M Buy
+37,772
New +$1.02M 0.15% 114
2025
Q2 		– Sell
-36,134
Closed -$917K – 405
2025
Q1 		$917K Sell
36,134
-8,315
-19% -$192K 0.15% 111
2024
Q4 		$941K Buy
44,449
+13,669
+44% +$266K 0.16% 108
2024
Q3 		$595K Buy
30,780
+2,590
+9% +$47.2K 0.1% 175
2024
Q2 		$479K Buy
28,190
+500
+2% +$8.27K 0.09% 180
2024
Q1 		$475K Sell
27,690
-1,650
-6% -$30.3K 0.09% 180
2023
Q4 		$556K Buy
29,340
+8,410
+40% +$146K 0.11% 150
2023
Q3 		$345K Buy
20,930
+680
+3% +$11.9K 0.07% 187
2023
Q2 		$365K Sell
20,250
-545
-3% -$10.2K 0.07% 178
2023
Q1 		$377K Buy
20,795
+4,245
+26% +$73.6K 0.08% 159
2022
Q4 		$252K Buy
+16,550
New +$247K 0.05% 201
2022
Q3 		– Sell
-14,275
Closed -$233K – 233
2022
Q2 		$233K Buy
14,275
+3,395
+31% +$60.1K 0.06% 185
2022
Q1 		$223K Sell
10,880
-4,790
-31% -$104K 0.05% 218
2021
Q4 		$396K Buy
15,670
+2,010
+15% +$47.9K 0.09% 112
2021
Q3 		$302K Buy
+13,660
New +$286K 0.07% 123
2019
Q2 		– Sell
-9,360
Closed -$79K – 780
2019
Q1 		$79K Buy
9,360
+550
+6% +$5.15K 0.03% 200
2018
Q4 		$85K Buy
8,810
+440
+5% +$4.66K 0.03% 158
2018
Q3 		$101K Sell
8,370
-3,225
-28% -$35.5K 0.04% 170
2018
Q2 		$124K Buy
11,595
+270
+2% +$2.63K 0.05% 146
2018
Q1 		$112K Buy
11,325
+9,070
+402% +$89.3K 0.04% 155
2017
Q4 		$20K Buy
+2,255
New +$19.4K 0.01% 366

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legacy Financial Advisors's SONY Position: Q4 2025 in Review

Legacy Financial Advisors sold out of Sony (SONY) in Q4 2025, closing a stake of 37,772 shares — an estimated $1.09M sold.

Legacy Financial Advisors first reported a position in SONY in Q4 2017 and held it in 21 quarters. The position peaked at $1.09M in Q3 2025. 821 funds tracked by Wall St. Rank hold SONY as of Q4 2025.

  • Legacy Financial Advisors reported no remaining Sony position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 37,772 Sony shares in Q4 2025, an estimated $1.09M.
  • Legacy Financial Advisors first reported a position in Sony in Q4 2017 and held it in 21 quarters.
  • Legacy Financial Advisors's Sony position peaked at $1.09M in Q3 2025.
  • 821 funds tracked by Wall St. Rank held Sony as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.