Retirement Wealth Solutions’s Sony SONY Stock Holding History

Retirement Wealth Solutions’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	$9.67K	Sell	482 -51	-10%	-$1.07K	0.01%	233
2026 Q1	$11K	Sell	533 -66	-11%	-$1.48K	0.01%	201
2025 Q4	$15.3K	Sell	599 -73	-11%	-$2.05K	0.01%	180
2025 Q3	$19.3K	Buy	672 +392	+140%	+$10.5K	0.01%	158
2025 Q2	$7.29K	Hold	280	–	–	0.01%	264
2025 Q1	$7.11K	Hold	280	–	–	0.01%	262
2024 Q4	$5.7K	Buy	+280	New	+$5.45K	﹤0.01%	278

Other funds holding SONY

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

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

HJIM

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PGAM

Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

DCM

Delta Capital Management Red Bank, New Jersey $217M AUM 67.79% 1-Year Est. Return

Retirement Wealth Solutions's SONY Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Sony (SONY) stake by 9.6% in Q2 2026, selling an estimated $1.07K and leaving 482 shares worth $9.67K. The position accounts for 0.01% of the portfolio, ranked #233.

Retirement Wealth Solutions first reported a position in SONY in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.3K in Q3 2025. 101 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Retirement Wealth Solutions held 482 shares of Sony worth $9.67K as of Q2 2026.
Retirement Wealth Solutions sold 51 Sony shares in Q2 2026, an estimated $1.07K.
Sony made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #233 holding.
Retirement Wealth Solutions first reported a position in Sony in Q4 2024 and has held it in 7 quarters since.
Retirement Wealth Solutions's Sony position peaked at $19.3K in Q3 2025.
101 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.