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Liberty Wealth Management’s Sony SONY Stock Holding History

Liberty Wealth 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
2025
Q4 		– Sell
-7,480
Closed -$215K – 259
2025
Q3 		$215K Buy
+7,480
New +$201K 0.03% 228
2022
Q1 		– Sell
-9,370
Closed -$236K – 178
2021
Q4 		$236K Sell
9,370
-1,690
-15% -$40.2K 0.01% 143
2021
Q3 		$248K Buy
11,060
+3,390
+44% +$71K 0.09% 138
2021
Q2 		$149K Buy
7,670
+5
+0.1% +$101 0.06% 163
2021
Q1 		$151K Hold
7,665
– – 0.07% 134
2020
Q4 		$151K Buy
7,665
+60
+0.8% +$1.04K 0.07% 133
2020
Q3 		$117K Sell
7,605
-520
-6% -$8.09K 0.07% 148
2020
Q2 		$112K Sell
8,125
-345
-4% -$4.48K 0.08% 137
2020
Q1 		$100K Sell
8,470
-535
-6% -$7.01K 0.09% 142
2019
Q4 		$122K Buy
9,005
+15
+0.2% +$187 0.1% 140
2019
Q3 		$106K Buy
8,990
+1,420
+19% +$16K 0.1% 142
2019
Q2 		$79K Buy
7,570
+25
+0.3% +$245 0.07% 193
2019
Q1 		$63K Hold
7,545
– – 0.05% 178
2018
Q4 		$72K Buy
+7,545
New +$79.8K 0.05% 159

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

Liberty Wealth Management's SONY Position: Q4 2025 in Review

Liberty Wealth Management sold out of Sony (SONY) in Q4 2025, closing a stake of 7,480 shares — an estimated $215K sold.

Liberty Wealth Management first reported a position in SONY in Q4 2018 and held it in 14 quarters. The position peaked at $248K in Q3 2021. 821 funds tracked by Wall St. Rank hold SONY as of Q4 2025.

  • Liberty Wealth Management reported no remaining Sony position as of Q4 2025 after selling out during the quarter.
  • Liberty Wealth Management sold 7,480 Sony shares in Q4 2025, an estimated $215K.
  • Liberty Wealth Management first reported a position in Sony in Q4 2018 and held it in 14 quarters.
  • Liberty Wealth Management's Sony position peaked at $248K in Q3 2021.
  • 821 funds tracked by Wall St. Rank held Sony as of Q4 2025.

Based on Liberty Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.