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Moody Lynn & Lieberson’s Sony SONY Stock Holding History

Moody Lynn & Lieberson’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 		– Sell
-101,550
Closed -$2.6M – 263
2025
Q4 		$2.6M Sell
101,550
-8,568
-8% -$241K 0.14% 75
2025
Q3 		$3.17M Buy
110,118
+28,280
+35% +$760K 0.17% 73
2025
Q2 		$2.13M Buy
81,838
+22,611
+38% +$566K 0.12% 90
2025
Q1 		$1.5M Buy
+59,227
New +$1.37M 0.1% 94

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Moody Lynn & Lieberson's SONY Position: Q1 2026 in Review

Moody Lynn & Lieberson sold out of Sony (SONY) in Q1 2026, closing a stake of 101,550 shares — an estimated $2.6M sold.

Moody Lynn & Lieberson first reported a position in SONY in Q1 2025 and held it in 4 quarters. The position peaked at $3.17M in Q3 2025. 734 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Moody Lynn & Lieberson reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 101,550 Sony shares in Q1 2026, an estimated $2.6M.
  • Moody Lynn & Lieberson first reported a position in Sony in Q1 2025 and held it in 4 quarters.
  • Moody Lynn & Lieberson's Sony position peaked at $3.17M in Q3 2025.
  • 734 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2026, filed 13 Apr 2026.