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Legacy Wealth Management (Idaho)’s Sony SONY Stock Holding History

Legacy Wealth Management (Idaho)’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
Q1 		– Sell
-25
Closed -$565 – 852
2024
Q4 		$565 Sell
25
-100
-80% -$1.95K ﹤0.01% 650
2024
Q3 		$463 Buy
+125
New +$2.28K ﹤0.01% 618

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s SONY Position: Q1 2025 in Review

Legacy Wealth Management (Idaho) sold out of Sony (SONY) in Q1 2025, closing a stake of 25 shares — an estimated $565 sold.

Legacy Wealth Management (Idaho) first reported a position in SONY in Q3 2024 and held it in 2 quarters. The position peaked at $565 in Q4 2024. 747 funds tracked by Wall St. Rank hold SONY as of Q1 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Sony position as of Q1 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 25 Sony shares in Q1 2025, an estimated $565.
  • Legacy Wealth Management (Idaho) first reported a position in Sony in Q3 2024 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Sony position peaked at $565 in Q4 2024.
  • 747 funds tracked by Wall St. Rank held Sony as of Q1 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2025, filed 16 May 2025.