Lido Advisors
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Lido Advisors’s Sony SONY Stock Holding History

Lido 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
2026
Q1 		$640K Buy
30,923
+886
+3% +$19.9K ﹤0.01% 1170
2025
Q4 		$858K Buy
30,037
+338
+1% +$9.49K ﹤0.01% 1075
2025
Q3 		$855K Buy
29,699
+3,527
+13% +$94.8K ﹤0.01% 1018
2025
Q2 		$681K Sell
26,172
-197
-0.7% -$4.93K ﹤0.01% 995
2025
Q1 		$670K Buy
26,369
+941
+4% +$21.7K ﹤0.01% 920
2024
Q4 		$538K Buy
25,428
+38
+0.1% +$740 ﹤0.01% 987
2024
Q3 		$490K Sell
25,390
-1,580
-6% -$28.8K ﹤0.01% 968
2024
Q2 		$458K Buy
26,970
+1,325
+5% +$21.9K ﹤0.01% 955
2024
Q1 		$440K Buy
25,645
+3,140
+14% +$57.7K ﹤0.01% 943
2023
Q4 		$426K Sell
22,505
-425
-2% -$7.37K ﹤0.01% 917
2023
Q3 		$378K Buy
22,930
+745
+3% +$13K ﹤0.01% 839
2023
Q2 		$400K Buy
22,185
+2,835
+15% +$53.2K ﹤0.01% 804
2023
Q1 		$351K Buy
+19,350
New +$335K ﹤0.01% 825

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

Lido Advisors's SONY Position: Q1 2026 in Review

Lido Advisors increased its Sony (SONY) stake by 2.9% in Q1 2026, buying an estimated $19.9K and bringing the position to 30,923 shares worth $640K. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

Lido Advisors first reported a position in SONY in Q1 2023 and has held it in 13 quarters since. The position peaked at $858K in Q4 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Lido Advisors held 30,923 shares of Sony worth $640K as of Q1 2026.
  • Lido Advisors bought 886 Sony shares in Q1 2026, an estimated $19.9K.
  • Sony made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1170 holding.
  • Lido Advisors first reported a position in Sony in Q1 2023 and has held it in 13 quarters since.
  • Lido Advisors's Sony position peaked at $858K in Q4 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.