MAS
SONY icon

MPWM Advisory Solutions’s Sony SONY Stock Holding History

MPWM Advisory Solutions’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 		$10.3K Hold
500
– – 0.01% 338
2025
Q4 		$12.8K Hold
500
– – 0.01% 300
2025
Q3 		$14.4K Hold
500
– – 0.01% 264
2025
Q2 		$13K Hold
500
– – 0.01% 279
2025
Q1 		$12.7K Hold
500
– – 0.01% 289
2024
Q4 		$10.6K Buy
+500
New +$9.74K 0.01% 309

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

MPWM Advisory Solutions's SONY Position: Q1 2026 in Review

MPWM Advisory Solutions held its Sony (SONY) position steady in Q1 2026 at 500 shares worth $10.3K. The position accounts for 0.01% of the portfolio, ranked #338.

MPWM Advisory Solutions first reported a position in SONY in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.4K in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • MPWM Advisory Solutions held 500 shares of Sony worth $10.3K as of Q1 2026.
  • MPWM Advisory Solutions left its Sony share count unchanged in Q1 2026.
  • Sony made up 0.01% of MPWM Advisory Solutions's portfolio in Q1 2026, its #338 holding.
  • MPWM Advisory Solutions first reported a position in Sony in Q4 2024 and has held it in 6 quarters since.
  • MPWM Advisory Solutions's Sony position peaked at $14.4K in Q3 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.