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LHM Inc’s Sony SONY Stock Holding History

LHM Inc’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 		$611K Hold
29,509
– – 0.24% 22
2025
Q4 		$755K Sell
29,509
-10,676
-27% -$300K 0.28% 22
2025
Q3 		$1.16M Sell
40,185
-66,714
-62% -$1.79M 0.38% 22
2025
Q2 		$2.78M Hold
106,899
– – 0.92% 21
2025
Q1 		$2.71M Buy
+106,899
New +$2.47M 0.9% 20

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

LHM Inc's SONY Position: Q1 2026 in Review

LHM Inc held its Sony (SONY) position steady in Q1 2026 at 29,509 shares worth $611K. The position accounts for 0.24% of the portfolio, ranked #22.

LHM Inc first reported a position in SONY in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.78M in Q2 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • LHM Inc held 29,509 shares of Sony worth $611K as of Q1 2026.
  • LHM Inc left its Sony share count unchanged in Q1 2026.
  • Sony made up 0.24% of LHM Inc's portfolio in Q1 2026, its #22 holding.
  • LHM Inc first reported a position in Sony in Q1 2025 and has held it in 5 quarters since.
  • LHM Inc's Sony position peaked at $2.78M in Q2 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on LHM Inc's 13F filing for Q1 2026, filed 14 May 2026.