Menora Mivtachim Holdings’s Sony SONY Stock Holding History

Menora Mivtachim Holdings’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	$602K	Buy	30,000 +15,000	+100%	+$316K	﹤0.01%	150
2026 Q1	$311K	Buy	+15,000	New	+$336K	﹤0.01%	150
2024 Q2	–	Sell	-30,000	Closed	-$514K	–	102
2024 Q1	$514K	Sell	30,000 -5,509,950	-99%	-$101M	﹤0.01%	77
2023 Q4	$105M	Sell	5,539,950 -20,000	-0.4%	-$347K	0.88%	38
2023 Q3	$91.6M	Buy	5,559,950 +238,500	+4%	+$4.16M	0.83%	41
2023 Q2	$95.8M	Hold	5,321,450	–	–	0.89%	40
2023 Q1	$96.5M	Sell	5,321,450 -85,750	-2%	-$1.49M	1%	38
2022 Q4	$82.5M	Sell	5,407,200 -25,000	-0.5%	-$373K	1.39%	26
2022 Q3	$69.6M	Sell	5,432,200 -1,055,005	-16%	-$16.9M	1.31%	26
2022 Q2	$106M	Sell	6,487,205 -95,285	-1%	-$1.69M	1.93%	18
2022 Q1	$135M	Sell	6,582,490 -1,129,810	-15%	-$24.6M	1.96%	20
2021 Q4	$195M	Sell	7,712,300 -15,000	-0.2%	-$357K	2.65%	10
2021 Q3	$171M	Sell	7,727,300 -20,000	-0.3%	-$419K	2.5%	15
2021 Q2	$151M	Buy	7,747,300 +2,355,875	+44%	+$47.7M	2.17%	20
2021 Q1	$114M	Buy	5,391,425 +40,000	+0.7%	+$845K	1.87%	26
2020 Q4	$108M	Sell	5,351,425 -12,500	-0.2%	-$217K	1.89%	22
2020 Q3	$82.3M	Buy	5,363,925 +55,000	+1%	+$855K	1.83%	29
2020 Q2	$73.4M	Buy	5,308,925 +11,000	+0.2%	+$143K	1.8%	28
2020 Q1	$62.7M	Hold	5,297,925	–	–	1.71%	27
2019 Q4	$72.1M	Hold	5,297,925	–	–	1.72%	31
2019 Q3	$62.7M	Sell	5,297,925 -58,500	-1%	-$661K	1.52%	38
2019 Q2	$56.1M	Hold	5,356,425	–	–	1.52%	34
2019 Q1	$45.3M	Buy	5,356,425 +4,875	+0.1%	+$45.6K	1.21%	36
2018 Q4	$51.7M	Buy	+5,351,550	New	+$56.6M	1.49%	29
2013 Q4	–	Sell	-1,000	Closed	-$4K	–	109
2013 Q3	$4K	Hold	1,000	–	–	﹤0.01%	115
2013 Q2	$4K	Buy	+1,000	New	+$3.76K	﹤0.01%	124

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Menora Mivtachim Holdings's SONY Position: Q2 2026 in Review

Menora Mivtachim Holdings increased its Sony (SONY) stake by 100% in Q2 2026, buying an estimated $316K and bringing the position to 30,000 shares worth $602K. The position accounts for ﹤0.01% of the portfolio, ranked #150.

Menora Mivtachim Holdings first reported a position in SONY in Q2 2013 and has held it in 26 quarters since. The position peaked at $195M in Q4 2021. 743 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Menora Mivtachim Holdings held 30,000 shares of Sony worth $602K as of Q2 2026.
Menora Mivtachim Holdings bought 15,000 Sony shares in Q2 2026, an estimated $316K.
Sony made up ﹤0.01% of Menora Mivtachim Holdings's portfolio in Q2 2026, its #150 holding.
Menora Mivtachim Holdings first reported a position in Sony in Q2 2013 and has held it in 26 quarters since.
Menora Mivtachim Holdings's Sony position peaked at $195M in Q4 2021.
743 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Menora Mivtachim Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.