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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
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

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Mitchell & Pahl Private Wealth's SONY Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth increased its Sony (SONY) stake by 3.1% in Q2 2026, buying an estimated $27.5K and bringing the position to 42,871 shares worth $860K. The position accounts for 0.32% of the portfolio, ranked #102.

Mitchell & Pahl Private Wealth first reported a position in SONY in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.15M in Q3 2025. 123 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 42,871 shares of Sony worth $860K as of Q2 2026.
  • Mitchell & Pahl Private Wealth bought 1,303 Sony shares in Q2 2026, an estimated $27.5K.
  • Sony made up 0.32% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #102 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Sony in Q3 2021 and has held it in 20 quarters since.
  • Mitchell & Pahl Private Wealth's Sony position peaked at $1.15M in Q3 2025.
  • 123 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.