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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
Q2 		$10K Hold
500
– – ﹤0.01% 354
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 $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

MPWM Advisory Solutions's SONY Position: Q2 2026 in Review

MPWM Advisory Solutions held its Sony (SONY) position steady in Q2 2026 at 500 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

MPWM Advisory Solutions first reported a position in SONY in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.4K in Q3 2025. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • MPWM Advisory Solutions held 500 shares of Sony worth $10K as of Q2 2026.
  • MPWM Advisory Solutions left its Sony share count unchanged in Q2 2026.
  • Sony made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #354 holding.
  • MPWM Advisory Solutions first reported a position in Sony in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's Sony position peaked at $14.4K in Q3 2025.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.