Narwhal Capital Management’s Sony SONY Stock Holding History

Narwhal Capital Management’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
2025 Q2	–	Sell	-15,000	Closed	-$381K	–	169
2025 Q1	$381K	Hold	15,000	–	–	0.03%	139
2024 Q4	$317K	Hold	15,000	–	–	0.03%	143
2024 Q3	$290K	Hold	15,000	–	–	0.03%	146
2024 Q2	$255K	Hold	15,000	–	–	0.02%	146
2024 Q1	$257K	Hold	15,000	–	–	0.03%	145
2023 Q4	$284K	Hold	15,000	–	–	0.03%	151
2023 Q3	$247K	Sell	15,000 -250	-2%	-$4.36K	0.03%	147
2023 Q2	$275K	Hold	15,250	–	–	0.03%	146
2023 Q1	$276K	Sell	15,250 -2,500	-14%	-$43.3K	0.03%	139
2022 Q4	$271K	Sell	17,750 -34,000	-66%	-$508K	0.04%	140
2022 Q3	$663K	Sell	51,750 -38,250	-43%	-$613K	0.1%	104
2022 Q2	$1.47M	Buy	90,000 +2,500	+3%	+$44.3K	0.2%	81
2022 Q1	$1.8M	Buy	87,500 +5,000	+6%	+$109K	0.21%	77
2021 Q4	$2.09M	Buy	82,500 +27,750	+51%	+$661K	0.24%	73
2021 Q3	$1.21M	Hold	54,750	–	–	0.15%	85
2021 Q2	$1.06M	Hold	54,750	–	–	0.13%	90
2021 Q1	$1.16M	Sell	54,750 -22,210	-29%	-$469K	0.16%	84
2020 Q4	$1.56M	Buy	+76,960	New	+$1.34M	0.22%	83

Other funds holding SONY

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Narwhal Capital Management's SONY Position: Q2 2025 in Review

Narwhal Capital Management sold out of Sony (SONY) in Q2 2025, closing a stake of 15,000 shares — an estimated $381K sold.

Narwhal Capital Management first reported a position in SONY in Q4 2020 and held it in 18 quarters. The position peaked at $2.09M in Q4 2021. 757 funds tracked by Wall St. Rank hold SONY as of Q2 2025.

Narwhal Capital Management reported no remaining Sony position as of Q2 2025 after selling out during the quarter.
Narwhal Capital Management sold 15,000 Sony shares in Q2 2025, an estimated $381K.
Narwhal Capital Management first reported a position in Sony in Q4 2020 and held it in 18 quarters.
Narwhal Capital Management's Sony position peaked at $2.09M in Q4 2021.
757 funds tracked by Wall St. Rank held Sony as of Q2 2025.

Based on Narwhal Capital Management's 13F filing for Q2 2025, filed 23 Jul 2025.