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Lodestone Wealth Management’s Sony SONY Stock Holding History

Lodestone 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
2026
Q2 		– Sell
-77
Closed -$1.59K – 793
2026
Q1 		$1.59K Hold
77
– – ﹤0.01% 691
2025
Q4 		$1.97K Buy
+77
New +$2.16K ﹤0.01% 681

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

Lodestone Wealth Management's SONY Position: Q2 2026 in Review

Lodestone Wealth Management sold out of Sony (SONY) in Q2 2026, closing a stake of 77 shares — an estimated $1.59K sold.

Lodestone Wealth Management first reported a position in SONY in Q4 2025 and held it in 2 quarters. The position peaked at $1.97K in Q4 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Lodestone Wealth Management reported no remaining Sony position as of Q2 2026 after selling out during the quarter.
  • Lodestone Wealth Management sold 77 Sony shares in Q2 2026, an estimated $1.59K.
  • Lodestone Wealth Management first reported a position in Sony in Q4 2025 and held it in 2 quarters.
  • Lodestone Wealth Management's Sony position peaked at $1.97K in Q4 2025.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.