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 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 $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 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

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

MIP

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Menora Mivtachim Holdings's SONY Position: Q1 2026 in Review

Menora Mivtachim Holdings opened a new position in Sony (SONY) in Q1 2026: 15,000 shares worth $311K. The stake represents ﹤0.01% of the portfolio and ranks #150 among its holdings. This is a return to the name: Menora Mivtachim Holdings previously reported a position in SONY as recently as Q1 2024.

Menora Mivtachim Holdings first reported a position in SONY in Q2 2013 and has held it in 25 quarters since. The position peaked at $195M in Q4 2021. 734 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Menora Mivtachim Holdings held 15,000 shares of Sony worth $311K as of Q1 2026.
Sony was a new Menora Mivtachim Holdings position in Q1 2026.
Sony made up ﹤0.01% of Menora Mivtachim Holdings's portfolio in Q1 2026, its #150 holding.
Menora Mivtachim Holdings first reported a position in Sony in Q2 2013 and has held it in 25 quarters since.
Menora Mivtachim Holdings's Sony position peaked at $195M in Q4 2021.
734 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Menora Mivtachim Holdings's 13F filing for Q1 2026, filed 14 May 2026.