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Perigon Wealth Management’s Sony SONY Stock Holding History

Perigon Wealth 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
Q1 		$337K Buy
16,260
+552
+4% +$12.4K 0.01% 973
2025
Q4 		$402K Buy
15,708
+909
+6% +$25.5K 0.01% 888
2025
Q3 		$426K Buy
14,799
+288
+2% +$7.74K 0.01% 807
2025
Q2 		$378K Buy
14,511
+135
+0.9% +$3.38K 0.01% 760
2025
Q1 		$365K Sell
14,376
-1,112
-7% -$25.7K 0.01% 737
2024
Q4 		$315K Sell
15,488
-34,387
-69% -$670K 0.01% 797
2024
Q3 		$963K Buy
49,875
+37,685
+309% +$687K 0.03% 444
2024
Q2 		$207K Sell
12,190
-2,400
-16% -$39.7K 0.01% 806
2024
Q1 		$250K Buy
14,590
+2,155
+17% +$39.6K 0.01% 730
2023
Q4 		$236K Buy
+12,435
New +$216K 0.01% 742
2021
Q1 		– Sell
-2,075
Closed -$42K – 949
2020
Q4 		$42K Buy
+2,075
New +$36.1K ﹤0.01% 800
2018
Q2 		– Sell
-2,000
Closed -$19K – 540
2018
Q1 		$19K Hold
2,000
– – 0.01% 448
2017
Q4 		$18K Hold
2,000
– – 0.01% 422
2017
Q3 		$15K Hold
2,000
– – ﹤0.01% 474
2017
Q2 		$15K Buy
+2,000
New +$14.2K ﹤0.01% 467
2017
Q1 		– Sell
-1,810
Closed -$11K – 699
2016
Q4 		$11K Sell
1,810
-1,695
-48% -$10.3K ﹤0.01% 553
2016
Q3 		$23K Buy
+3,505
New +$22.5K 0.01% 385

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

Perigon Wealth Management's SONY Position: Q1 2026 in Review

Perigon Wealth Management increased its Sony (SONY) stake by 3.5% in Q1 2026, buying an estimated $12.4K and bringing the position to 16,260 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #973.

Perigon Wealth Management first reported a position in SONY in Q3 2016 and has held it in 17 quarters since. The position peaked at $963K in Q3 2024. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Perigon Wealth Management held 16,260 shares of Sony worth $337K as of Q1 2026.
  • Perigon Wealth Management bought 552 Sony shares in Q1 2026, an estimated $12.4K.
  • Sony made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #973 holding.
  • Perigon Wealth Management first reported a position in Sony in Q3 2016 and has held it in 17 quarters since.
  • Perigon Wealth Management's Sony position peaked at $963K in Q3 2024.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.