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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
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 $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

Philip James Wealth Mangement's SONY Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its Sony (SONY) stake by 0.39% in Q1 2026, selling an estimated $1.86K and leaving 21,056 shares worth $436K. The position accounts for 0.05% of the portfolio, ranked #117.

Philip James Wealth Mangement first reported a position in SONY in Q1 2025 and has held it in 5 quarters since. The position peaked at $582K in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Philip James Wealth Mangement held 21,056 shares of Sony worth $436K as of Q1 2026.
  • Philip James Wealth Mangement sold 83 Sony shares in Q1 2026, an estimated $1.86K.
  • Sony made up 0.05% of Philip James Wealth Mangement's portfolio in Q1 2026, its #117 holding.
  • Philip James Wealth Mangement first reported a position in Sony in Q1 2025 and has held it in 5 quarters since.
  • Philip James Wealth Mangement's Sony position peaked at $582K in Q3 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.