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Pinnacle Wealth Planning Services’s Sony SONY Stock Holding History

Pinnacle Wealth Planning Services’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 		$362K Sell
17,481
-2,812
-14% -$63K 0.04% 282
2025
Q4 		$520K Sell
20,293
-923
-4% -$25.9K 0.05% 206
2025
Q3 		$611K Sell
21,216
-2,192
-9% -$58.9K 0.07% 168
2025
Q2 		$609K Buy
23,408
+8,843
+61% +$221K 0.08% 160
2025
Q1 		$370K Buy
14,565
+1,003
+7% +$23.2K 0.06% 219
2024
Q4 		$287K Sell
13,562
-17,253
-56% -$336K 0.04% 262
2024
Q3 		$595K Buy
30,815
+45
+0.1% +$820 0.08% 162
2024
Q2 		$523K Sell
30,770
-155
-0.5% -$2.56K 0.07% 171
2024
Q1 		$530K Buy
30,925
+65
+0.2% +$1.2K 0.08% 175
2023
Q4 		$584K Hold
30,860
– – 0.09% 151
2023
Q3 		$509K Buy
30,860
+10
+0% +$175 0.08% 156
2023
Q2 		$556K Sell
30,850
-285
-0.9% -$5.35K 0.09% 152
2023
Q1 		$564K Buy
31,135
+65
+0.2% +$1.13K 0.09% 154
2022
Q4 		$474K Buy
+31,070
New +$464K 0.08% 170
2022
Q3 		– Sell
-22,565
Closed -$369K – 442
2022
Q2 		$369K Buy
22,565
+2,295
+11% +$40.6K 0.07% 201
2022
Q1 		$416K Buy
20,270
+3,815
+23% +$82.9K 0.08% 198
2021
Q4 		$416K Buy
16,455
+940
+6% +$22.4K 0.08% 196
2021
Q3 		$343K Buy
15,515
+110
+0.7% +$2.3K 0.08% 219
2021
Q2 		$300K Buy
15,405
+405
+3% +$8.21K 0.07% 228
2021
Q1 		$318K Buy
15,000
+145
+1% +$3.06K 0.08% 212
2020
Q4 		$300K Buy
14,855
+20
+0.1% +$348 0.07% 194
2020
Q3 		$228K Buy
14,835
+320
+2% +$4.98K 0.08% 208
2020
Q2 		$201K Buy
+14,515
New +$189K 0.07% 226

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

Pinnacle Wealth Planning Services's SONY Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Sony (SONY) stake by 14% in Q1 2026, selling an estimated $63K and leaving 17,481 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #282.

Pinnacle Wealth Planning Services first reported a position in SONY in Q2 2020 and has held it in 23 quarters since. The position peaked at $611K in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Pinnacle Wealth Planning Services held 17,481 shares of Sony worth $362K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 2,812 Sony shares in Q1 2026, an estimated $63K.
  • Sony made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #282 holding.
  • Pinnacle Wealth Planning Services first reported a position in Sony in Q2 2020 and has held it in 23 quarters since.
  • Pinnacle Wealth Planning Services's Sony position peaked at $611K in Q3 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.