Marcum Wealth’s Sony SONY Stock Holding History

Marcum Wealth’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
2025 Q1	$287K	Sell	11,313 -648	-5%	-$15K	0.02%	292
2024 Q4	$253K	Buy	+11,961	New	+$233K	0.02%	317

Other funds holding SONY

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

MIP

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marcum Wealth's SONY Position: Q1 2025 in Review

Marcum Wealth reduced its Sony (SONY) stake by 5.4% in Q1 2025, selling an estimated $15K and leaving 11,313 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #292.

Marcum Wealth first reported a position in SONY in Q4 2024 and has held it in 2 quarters since. 748 funds tracked by Wall St. Rank hold SONY as of Q1 2025.

Marcum Wealth held 11,313 shares of Sony worth $287K as of Q1 2025.
Marcum Wealth sold 648 Sony shares in Q1 2025, an estimated $15K.
Sony made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #292 holding.
Marcum Wealth first reported a position in Sony in Q4 2024 and has held it in 2 quarters since.
748 funds tracked by Wall St. Rank held Sony as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.