Lloyd Advisory Services’s Sony SONY Stock Holding History

Lloyd Advisory Services’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 Q2	–	Sell	-36	Closed	-$748	–	951
2026 Q1	$748	Buy	+36	New	+$807	﹤0.01%	758
2023 Q4	–	Sell	-28,305	Closed	-$467K	–	308
2023 Q3	$467K	Buy	+28,305	New	+$494K	0.15%	136
2020 Q1	–	Sell	-105	Closed	-$1K	–	387
2019 Q4	$1K	Buy	+105	New	+$1.31K	﹤0.01%	346

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

MIP

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Lloyd Advisory Services's SONY Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Sony (SONY) in Q2 2026, closing a stake of 36 shares — an estimated $748 sold.

Lloyd Advisory Services first reported a position in SONY in Q4 2019 and held it in 3 quarters. The position peaked at $467K in Q3 2023. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Lloyd Advisory Services reported no remaining Sony position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 36 Sony shares in Q2 2026, an estimated $748.
Lloyd Advisory Services first reported a position in Sony in Q4 2019 and held it in 3 quarters.
Lloyd Advisory Services's Sony position peaked at $467K in Q3 2023.
737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.