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Philip James Wealth Mangement’s Sony SONY Stock Holding History

Philip James Wealth Mangement’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 		$316K Sell
15,752
-5,304
-25% -$112K 0.04% 127
2026
Q1 		$436K Sell
21,056
-83
-0.4% -$1.86K 0.05% 117
2025
Q4 		$541K Buy
21,139
+939
+5% +$26.4K 0.06% 110
2025
Q3 		$582K Buy
20,200
+4,247
+27% +$114K 0.07% 107
2025
Q2 		$415K Buy
15,953
+956
+6% +$23.9K 0.05% 117
2025
Q1 		$381K Buy
+14,997
New +$347K 0.05% 116

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

Philip James Wealth Mangement's SONY Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Sony (SONY) stake by 25% in Q2 2026, selling an estimated $112K and leaving 15,752 shares worth $316K. The position accounts for 0.04% of the portfolio, ranked #127.

Philip James Wealth Mangement first reported a position in SONY in Q1 2025 and has held it in 6 quarters since. The position peaked at $582K in Q3 2025. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Philip James Wealth Mangement held 15,752 shares of Sony worth $316K as of Q2 2026.
  • Philip James Wealth Mangement sold 5,304 Sony shares in Q2 2026, an estimated $112K.
  • Sony made up 0.04% of Philip James Wealth Mangement's portfolio in Q2 2026, its #127 holding.
  • Philip James Wealth Mangement first reported a position in Sony in Q1 2025 and has held it in 6 quarters since.
  • Philip James Wealth Mangement's Sony position peaked at $582K in Q3 2025.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.