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Mayflower Financial Advisors’s Sony SONY Stock Holding History

Mayflower Financial 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
Q1 		– Sell
-11,212
Closed -$287K – 460
2025
Q4 		$287K Sell
11,212
-203
-2% -$5.7K 0.03% 343
2025
Q3 		$329K Buy
11,415
+1,893
+20% +$50.9K 0.04% 324
2025
Q2 		$248K Sell
9,522
-4
-0% -$100 0.03% 355
2025
Q1 		$242K Buy
+9,526
New +$220K 0.04% 345

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

Mayflower Financial Advisors's SONY Position: Q1 2026 in Review

Mayflower Financial Advisors sold out of Sony (SONY) in Q1 2026, closing a stake of 11,212 shares — an estimated $287K sold.

Mayflower Financial Advisors first reported a position in SONY in Q1 2025 and held it in 4 quarters. The position peaked at $329K in Q3 2025. 734 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Mayflower Financial Advisors reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • Mayflower Financial Advisors sold 11,212 Sony shares in Q1 2026, an estimated $287K.
  • Mayflower Financial Advisors first reported a position in Sony in Q1 2025 and held it in 4 quarters.
  • Mayflower Financial Advisors's Sony position peaked at $329K in Q3 2025.
  • 734 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Mayflower Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.