Portland Global Advisors’s Sony SONY Stock Holding History

Portland Global Advisors’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	$217K	Sell	10,815 -155	-1%	-$3.27K	0.02%	147
2026 Q1	$227K	Hold	10,970	–	–	0.02%	134
2025 Q4	$281K	Hold	10,970	–	–	0.03%	120
2025 Q3	$316K	Hold	10,970	–	–	0.04%	117
2025 Q2	$286K	Sell	10,970 -2,765	-20%	-$69.2K	0.03%	121
2025 Q1	$349K	Hold	13,735	–	–	0.04%	103
2024 Q4	$291K	Sell	13,735 -1,000	-7%	-$19.5K	0.04%	114
2024 Q3	$285K	Buy	14,735 +1,505	+11%	+$27.4K	0.04%	120
2024 Q2	$225K	Hold	13,230	–	–	0.03%	123
2024 Q1	$227K	Hold	13,230	–	–	0.03%	127
2023 Q4	$251K	Buy	+13,230	New	+$230K	0.04%	119

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Portland Global Advisors's SONY Position: Q2 2026 in Review

Portland Global Advisors reduced its Sony (SONY) stake by 1.4% in Q2 2026, selling an estimated $3.27K and leaving 10,815 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #147.

Portland Global Advisors first reported a position in SONY in Q4 2023 and has held it in 11 quarters since. The position peaked at $349K in Q1 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Portland Global Advisors held 10,815 shares of Sony worth $217K as of Q2 2026.
Portland Global Advisors sold 155 Sony shares in Q2 2026, an estimated $3.27K.
Sony made up 0.02% of Portland Global Advisors's portfolio in Q2 2026, its #147 holding.
Portland Global Advisors first reported a position in Sony in Q4 2023 and has held it in 11 quarters since.
Portland Global Advisors's Sony position peaked at $349K in Q1 2025.
737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Portland Global Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.