LVW Advisors’s Sony SONY Stock Holding History

LVW 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 Q2	$395K	Sell	19,677 -8,791	-31%	-$185K	0.03%	288
2026 Q1	$589K	Buy	28,468 +6,494	+30%	+$146K	0.06%	185
2025 Q4	$563K	Buy	21,974 +4,013	+22%	+$113K	0.06%	178
2025 Q3	$517K	Sell	17,961 -3,116	-15%	-$83.8K	0.05%	185
2025 Q2	$549K	Buy	+21,077	New	+$527K	0.06%	180
2020 Q1	–	Sell	-44,895	Closed	-$611K	–	192
2019 Q4	$611K	Buy	+44,895	New	+$560K	0.14%	90

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

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

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

LVW Advisors's SONY Position: Q2 2026 in Review

LVW Advisors reduced its Sony (SONY) stake by 31% in Q2 2026, selling an estimated $185K and leaving 19,677 shares worth $395K. The position accounts for 0.03% of the portfolio, ranked #288.

LVW Advisors first reported a position in SONY in Q4 2019 and has held it in 6 quarters since. The position peaked at $611K in Q4 2019. 275 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

LVW Advisors held 19,677 shares of Sony worth $395K as of Q2 2026.
LVW Advisors sold 8,791 Sony shares in Q2 2026, an estimated $185K.
Sony made up 0.03% of LVW Advisors's portfolio in Q2 2026, its #288 holding.
LVW Advisors first reported a position in Sony in Q4 2019 and has held it in 6 quarters since.
LVW Advisors's Sony position peaked at $611K in Q4 2019.
275 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.