LRI Investments’s Sony SONY Stock Holding History

LRI Investments’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	$184K	Buy	9,170 +1,530	+20%	+$32.3K	0.01%	342
2026 Q1	$158K	Sell	7,640 -1,420	-16%	-$31.8K	0.01%	324
2025 Q4	$232K	Buy	9,060 +752	+9%	+$21.1K	0.02%	257
2025 Q3	$239K	Sell	8,308 -121	-1%	-$3.25K	0.02%	266
2025 Q2	$219K	Buy	8,429 +640	+8%	+$16K	0.02%	269
2025 Q1	$198K	Sell	7,789 -4,866	-38%	-$112K	0.02%	267
2024 Q4	$268K	Sell	12,655 -50,620	-80%	-$986K	0.03%	216
2024 Q3	$234K	Buy	63,275 +50,620	+400%	+$923K	0.02%	242
2024 Q2	$215K	Buy	12,655 +12,065	+2,045%	+$199K	0.02%	239
2024 Q1	$10.1K	Buy	+590	New	+$10.8K	﹤0.01%	505

Other funds holding SONY

MIP

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MIM

Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LRI Investments's SONY Position: Q2 2026 in Review

LRI Investments increased its Sony (SONY) stake by 20% in Q2 2026, buying an estimated $32.3K and bringing the position to 9,170 shares worth $184K. The position accounts for 0.01% of the portfolio, ranked #342.

LRI Investments first reported a position in SONY in Q1 2024 and has held it in 10 quarters since. The position peaked at $268K in Q4 2024. 281 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

LRI Investments held 9,170 shares of Sony worth $184K as of Q2 2026.
LRI Investments bought 1,530 Sony shares in Q2 2026, an estimated $32.3K.
Sony made up 0.01% of LRI Investments's portfolio in Q2 2026, its #342 holding.
LRI Investments first reported a position in Sony in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Sony position peaked at $268K in Q4 2024.
281 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.