North Star Investment Management’s Sony SONY Stock Holding History

North Star Investment 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
2026 Q2	$18.4K	Sell	918 -21	-2%	-$443	﹤0.01%	937
2026 Q1	$19.4K	Buy	939 +24	+3%	+$538	﹤0.01%	892
2025 Q4	$23.4K	Hold	915	–	–	﹤0.01%	821
2025 Q3	$26.3K	Buy	915 +165	+22%	+$4.44K	﹤0.01%	775
2025 Q2	$19.5K	Hold	750	–	–	﹤0.01%	791
2025 Q1	$19K	Hold	750	–	–	﹤0.01%	760
2024 Q4	$15.9K	Hold	750	–	–	﹤0.01%	792
2024 Q3	$14.5K	Hold	750	–	–	﹤0.01%	769
2024 Q2	$12.7K	Hold	750	–	–	﹤0.01%	779
2024 Q1	$12.9K	Hold	750	–	–	﹤0.01%	813
2023 Q4	$14.2K	Hold	750	–	–	﹤0.01%	774
2023 Q3	$12.4K	Hold	750	–	–	﹤0.01%	799
2023 Q2	$13.5K	Hold	750	–	–	﹤0.01%	803
2023 Q1	$13.6K	Sell	750 -15	-2%	-$260	﹤0.01%	819
2022 Q4	$11.7K	Hold	765	–	–	﹤0.01%	825
2022 Q3	$10K	Hold	765	–	–	﹤0.01%	809
2022 Q2	$13K	Hold	765	–	–	﹤0.01%	779
2022 Q1	$16K	Hold	765	–	–	﹤0.01%	785
2021 Q4	$19K	Hold	765	–	–	﹤0.01%	782
2021 Q3	$17K	Hold	765	–	–	﹤0.01%	769
2021 Q2	$15K	Hold	765	–	–	﹤0.01%	785
2021 Q1	$16K	Hold	765	–	–	﹤0.01%	722
2020 Q4	$15K	Hold	765	–	–	﹤0.01%	723
2020 Q3	$12K	Hold	765	–	–	﹤0.01%	728
2020 Q2	$11K	Hold	765	–	–	﹤0.01%	708
2020 Q1	$9K	Hold	765	–	–	﹤0.01%	746
2019 Q4	$10K	Hold	765	–	–	﹤0.01%	819
2019 Q3	$9K	Buy	+765	New	+$8.64K	﹤0.01%	833
2019 Q2	–	Sell	-765	Closed	-$6K	–	848
2019 Q1	$6K	Hold	765	–	–	﹤0.01%	907
2018 Q4	$7K	Hold	765	–	–	﹤0.01%	857
2018 Q3	$9K	Hold	765	–	–	﹤0.01%	863
2018 Q2	$8K	Hold	765	–	–	﹤0.01%	893
2018 Q1	$7K	Hold	765	–	–	﹤0.01%	896
2017 Q4	$7K	Hold	765	–	–	﹤0.01%	873
2017 Q3	$6K	Hold	765	–	–	﹤0.01%	919
2017 Q2	$6K	Hold	765	–	–	﹤0.01%	908
2017 Q1	$5K	Buy	765 +750	+5,000%	+$4.67K	﹤0.01%	897
2016 Q4	$0	Hold	15	–	–	﹤0.01%	972
2016 Q3	$0	Hold	15	–	–	﹤0.01%	812
2016 Q2	$0	Hold	15	–	–	﹤0.01%	812
2016 Q1	$0	Hold	15	–	–	﹤0.01%	773
2015 Q4	$0	Hold	15	–	–	﹤0.01%	833
2015 Q3	$0	Hold	15	–	–	﹤0.01%	858
2015 Q2	$0	Hold	15	–	–	﹤0.01%	825
2015 Q1	$0	Hold	15	–	–	﹤0.01%	801
2014 Q4	$0	Hold	15	–	–	﹤0.01%	801
2014 Q3	$0	Hold	15	–	–	﹤0.01%	670
2014 Q2	$0	Buy	+15	New	+$52	﹤0.01%	707

Other funds holding SONY

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MIM

Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

North Star Investment Management's SONY Position: Q2 2026 in Review

North Star Investment Management reduced its Sony (SONY) stake by 2.2% in Q2 2026, selling an estimated $443 and leaving 918 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

North Star Investment Management first reported a position in SONY in Q2 2014 and has held it in 48 quarters since. The position peaked at $26.3K in Q3 2025. 237 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

North Star Investment Management held 918 shares of Sony worth $18.4K as of Q2 2026.
North Star Investment Management sold 21 Sony shares in Q2 2026, an estimated $443.
Sony made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #937 holding.
North Star Investment Management first reported a position in Sony in Q2 2014 and has held it in 48 quarters since.
North Star Investment Management's Sony position peaked at $26.3K in Q3 2025.
237 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.