Montag & Associates’s Sony SONY Stock Holding History

Montag & Associates’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	$6.22K	Hold	310	–	–	﹤0.01%	798
2026 Q1	$6.42K	Hold	310	–	–	﹤0.01%	789
2025 Q4	$7.94K	Sell	310 -256	-45%	-$7.19K	﹤0.01%	786
2025 Q3	$16.3K	Buy	566 +256	+83%	+$6.88K	﹤0.01%	711
2025 Q2	$8.07K	Hold	310	–	–	﹤0.01%	761
2025 Q1	$7.87K	Hold	310	–	–	﹤0.01%	811
2024 Q4	$6.56K	Hold	310	–	–	﹤0.01%	820
2024 Q3	$5.99K	Hold	310	–	–	﹤0.01%	858
2024 Q2	$5.27K	Hold	310	–	–	﹤0.01%	821
2024 Q1	$5.32K	Hold	310	–	–	﹤0.01%	812
2023 Q4	$5.87K	Hold	310	–	–	﹤0.01%	814
2023 Q3	$5.11K	Hold	310	–	–	﹤0.01%	803
2023 Q2	$5.58K	Hold	310	–	–	﹤0.01%	818
2023 Q1	$5.62K	Hold	310	–	–	﹤0.01%	806
2022 Q4	$4.73K	Buy	+310	New	+$4.63K	﹤0.01%	824

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

Montag & Associates's SONY Position: Q2 2026 in Review

Montag & Associates held its Sony (SONY) position steady in Q2 2026 at 310 shares worth $6.22K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Montag & Associates first reported a position in SONY in Q4 2022 and has held it in 15 quarters since. The position peaked at $16.3K in Q3 2025. 743 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Montag & Associates held 310 shares of Sony worth $6.22K as of Q2 2026.
Montag & Associates left its Sony share count unchanged in Q2 2026.
Sony made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #798 holding.
Montag & Associates first reported a position in Sony in Q4 2022 and has held it in 15 quarters since.
Montag & Associates's Sony position peaked at $16.3K in Q3 2025.
743 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.