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Marks Group Wealth Management’s Sony SONY Stock Holding History

Marks Group 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
Q1 		$1.49M Sell
72,156
-9,378
-12% -$210K 0.14% 161
2025
Q4 		$2.09M Buy
81,534
+3,293
+4% +$92.4K 0.2% 124
2025
Q3 		$2.25M Buy
78,241
+5,473
+8% +$147K 0.21% 116
2025
Q2 		$1.89M Buy
72,768
+1,030
+1% +$25.8K 0.18% 125
2025
Q1 		$1.82M Sell
71,738
-4,259
-6% -$98.4K 0.18% 129
2024
Q4 		$1.61M Sell
75,997
-9,988
-12% -$195K 0.16% 133
2024
Q3 		$1.66M Sell
85,985
-3,205
-4% -$58.4K 0.16% 138
2024
Q2 		$1.52M Sell
89,190
-2,160
-2% -$35.7K 0.16% 143
2024
Q1 		$1.57M Sell
91,350
-2,990
-3% -$55K 0.16% 138
2023
Q4 		$1.79M Buy
94,340
+39,865
+73% +$692K 0.2% 130
2023
Q3 		$898K Sell
54,475
-130
-0.2% -$2.27K 0.11% 169
2023
Q2 		$983K Buy
54,605
+650
+1% +$12.2K 0.12% 165
2023
Q1 		$978K Buy
53,955
+13,390
+33% +$232K 0.13% 164
2022
Q4 		$619K Buy
40,565
+24,180
+148% +$361K 0.08% 191
2022
Q3 		$210K Buy
+16,385
New +$263K 0.03% 258

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Marks Group Wealth Management's SONY Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Sony (SONY) stake by 12% in Q1 2026, selling an estimated $210K and leaving 72,156 shares worth $1.49M. The position accounts for 0.14% of the portfolio, ranked #161.

Marks Group Wealth Management first reported a position in SONY in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.25M in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Marks Group Wealth Management held 72,156 shares of Sony worth $1.49M as of Q1 2026.
  • Marks Group Wealth Management sold 9,378 Sony shares in Q1 2026, an estimated $210K.
  • Sony made up 0.14% of Marks Group Wealth Management's portfolio in Q1 2026, its #161 holding.
  • Marks Group Wealth Management first reported a position in Sony in Q3 2022 and has held it in 15 quarters since.
  • Marks Group Wealth Management's Sony position peaked at $2.25M in Q3 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.