Lion Street Advisors’s Sony SONY Stock Holding History

Lion Street 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 Q3	$250K	Buy	+2,157	New	+$58K	0.09%	183
2023 Q3	–	Sell	-11,290	Closed	-$261K	–	301
2023 Q2	$261K	Buy	+11,290	New	+$212K	0.09%	191
2023 Q1	–	Sell	-11,000	Closed	-$255K	–	265
2022 Q4	$255K	Buy	+11,000	New	+$164K	0.13%	125
2022 Q3	–	Sell	-11,000	Closed	-$254K	–	166
2022 Q2	$254K	Buy	+11,000	New	+$195K	0.13%	124
2022 Q1	–	Sell	-11,095	Closed	-$282K	–	159
2021 Q4	$282K	Buy	11,095 +95	+0.9%	+$2.26K	0.14%	116
2021 Q3	$243K	Buy	+11,000	New	+$230K	0.13%	127
2020 Q2	–	Sell	-420	Closed	-$5K	–	355
2020 Q1	$5K	Buy	+420	New	+$5.5K	0.03%	257

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

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

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lion Street Advisors's SONY Position: Q3 2025 in Review

Lion Street Advisors opened a new position in Sony (SONY) in Q3 2025: 2,157 shares worth $250K. The stake represents 0.09% of the portfolio and ranks #183 among its holdings. This is a return to the name: Lion Street Advisors previously reported a position in SONY as recently as Q2 2023.

Lion Street Advisors first reported a position in SONY in Q1 2020 and has held it in 7 quarters since. The position peaked at $282K in Q4 2021. 788 funds tracked by Wall St. Rank hold SONY as of Q3 2025.

Lion Street Advisors held 2,157 shares of Sony worth $250K as of Q3 2025.
Sony was a new Lion Street Advisors position in Q3 2025.
Sony made up 0.09% of Lion Street Advisors's portfolio in Q3 2025, its #183 holding.
Lion Street Advisors first reported a position in Sony in Q1 2020 and has held it in 7 quarters since.
Lion Street Advisors's Sony position peaked at $282K in Q4 2021.
788 funds tracked by Wall St. Rank held Sony as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.