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Quaker Wealth Management’s Sony SONY Stock Holding History

Quaker 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
Q2 		– Sell
-45
Closed -$932 – 1025
2026
Q1 		$932 Sell
45
-198
-81% -$4.44K ﹤0.01% 549
2025
Q4 		$6.22K Buy
+243
New +$6.82K ﹤0.01% 341

Other funds holding SONY

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Quaker Wealth Management's SONY Position: Q2 2026 in Review

Quaker Wealth Management sold out of Sony (SONY) in Q2 2026, closing a stake of 45 shares — an estimated $932 sold.

Quaker Wealth Management first reported a position in SONY in Q4 2025 and held it in 2 quarters. The position peaked at $6.22K in Q4 2025. 265 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Quaker Wealth Management reported no remaining Sony position as of Q2 2026 after selling out during the quarter.
  • Quaker Wealth Management sold 45 Sony shares in Q2 2026, an estimated $932.
  • Quaker Wealth Management first reported a position in Sony in Q4 2025 and held it in 2 quarters.
  • Quaker Wealth Management's Sony position peaked at $6.22K in Q4 2025.
  • 265 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.