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 Q3	$589K	Buy	25,021 +5,344	+27%	+$122K	0.05%	229
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

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Gabelli Funds Rye, New York $15.1B AUM 23.88% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 24.21% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

LVW Advisors's SONY Position: Q3 2026 in Review

LVW Advisors increased its Sony (SONY) stake by 27% in Q3 2026, buying an estimated $122K and bringing the position to 25,021 shares worth $589K. The position accounts for 0.05% of the portfolio, ranked #229.

LVW Advisors first reported a position in SONY in Q4 2019 and has held it in 7 quarters since. The position peaked at $611K in Q4 2019. 544 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

LVW Advisors held 25,021 shares of Sony worth $589K as of Q3 2026.
LVW Advisors bought 5,344 Sony shares in Q3 2026, an estimated $122K.
Sony made up 0.05% of LVW Advisors's portfolio in Q3 2026, its #229 holding.
LVW Advisors first reported a position in Sony in Q4 2019 and has held it in 7 quarters since.
LVW Advisors's Sony position peaked at $611K in Q4 2019.
544 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.