Mitchell & Pahl Private Wealth
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Mitchell & Pahl Private Wealth’s Sony SONY Stock Holding History

Mitchell & Pahl Private 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
2026
Q3 		$1.07M Buy
45,605
+2,734
+6% +$62.7K 0.39% 87
2026
Q2 		$860K Buy
42,871
+1,303
+3% +$27.5K 0.32% 102
2026
Q1 		$860K Buy
41,568
+1,233
+3% +$27.6K 0.35% 98
2025
Q4 		$1.03M Buy
40,335
+433
+1% +$12.2K 0.43% 84
2025
Q3 		$1.15M Sell
39,902
-21
-0.1% -$565 0.48% 73
2025
Q2 		$1.04M Buy
39,923
+1,338
+3% +$33.5K 0.46% 76
2025
Q1 		$980K Sell
38,585
-1,751
-4% -$40.5K 0.46% 78
2024
Q4 		$854K Buy
40,336
+2,281
+6% +$44.4K 0.4% 89
2024
Q3 		$735K Buy
38,055
+3,095
+9% +$56.4K 0.34% 105
2024
Q2 		$594K Buy
34,960
+1,355
+4% +$22.4K 0.31% 110
2024
Q1 		$576K Buy
33,605
+2,675
+9% +$49.2K 0.3% 116
2023
Q4 		$586K Buy
30,930
+265
+0.9% +$4.6K 0.33% 112
2023
Q3 		$505K Buy
30,665
+4,875
+19% +$85.1K 0.3% 113
2023
Q2 		$464K Buy
25,790
+2,415
+10% +$45.3K 0.28% 118
2023
Q1 		$424K Buy
23,375
+745
+3% +$12.9K 0.27% 120
2022
Q4 		$345K Buy
22,630
+1,235
+6% +$18.4K 0.23% 129
2022
Q3 		$274K Buy
21,395
+3,370
+19% +$54K 0.2% 136
2022
Q2 		$295K Buy
18,025
+3,625
+25% +$64.2K 0.21% 135
2022
Q1 		$296K Buy
14,400
+3,425
+31% +$74.4K 0.19% 138
2021
Q4 		$277K Buy
10,975
+945
+9% +$22.5K 0.18% 136
2021
Q3 		$222K Buy
+10,030
New +$210K 0.16% 146

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Mitchell & Pahl Private Wealth's SONY Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth increased its Sony (SONY) stake by 6.4% in Q3 2026, buying an estimated $62.7K and bringing the position to 45,605 shares worth $1.07M. The position accounts for 0.39% of the portfolio, ranked #87.

Mitchell & Pahl Private Wealth first reported a position in SONY in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.15M in Q3 2025. 402 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

  • Mitchell & Pahl Private Wealth held 45,605 shares of Sony worth $1.07M as of Q3 2026.
  • Mitchell & Pahl Private Wealth bought 2,734 Sony shares in Q3 2026, an estimated $62.7K.
  • Sony made up 0.39% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #87 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Sony in Q3 2021 and has held it in 21 quarters since.
  • Mitchell & Pahl Private Wealth's Sony position peaked at $1.15M in Q3 2025.
  • 402 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.