S&CO Inc’s Sony SONY Stock Holding History

S&CO Inc’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	$1.14M	Hold	55,000	–	–	0.07%	133
2025 Q4	$1.41M	Hold	55,000	–	–	0.09%	125
2025 Q3	$1.58M	Hold	55,000	–	–	0.1%	124
2025 Q2	$1.43M	Hold	55,000	–	–	0.09%	131
2025 Q1	$1.4M	Hold	55,000	–	–	0.09%	127
2024 Q4	$1.16M	Hold	55,000	–	–	0.08%	132
2024 Q3	$1.06M	Hold	55,000	–	–	0.07%	139
2024 Q2	$934K	Hold	55,000	–	–	0.07%	142
2024 Q1	$943K	Hold	55,000	–	–	0.07%	136
2023 Q4	$1.04M	Hold	55,000	–	–	0.08%	127
2023 Q3	$906K	Hold	55,000	–	–	0.07%	123
2023 Q2	$990K	Hold	55,000	–	–	0.08%	119
2023 Q1	$997K	Hold	55,000	–	–	0.08%	117
2022 Q4	$839K	Hold	55,000	–	–	0.07%	118
2022 Q3	$704K	Hold	55,000	–	–	0.06%	120
2022 Q2	$899K	Hold	55,000	–	–	0.08%	122
2022 Q1	$1.13M	Hold	55,000	–	–	0.08%	119
2021 Q4	$1.39M	Hold	55,000	–	–	0.1%	106
2021 Q3	$1.22M	Hold	55,000	–	–	0.09%	114
2021 Q2	$1.07M	Hold	55,000	–	–	0.08%	122
2021 Q1	$1.17M	Hold	55,000	–	–	0.1%	112
2020 Q4	$1.11M	Hold	55,000	–	–	0.1%	111
2020 Q3	$844K	Hold	55,000	–	–	0.08%	121
2020 Q2	$760K	Hold	55,000	–	–	0.08%	117
2020 Q1	$651K	Hold	55,000	–	–	0.09%	114
2019 Q4	$748K	Buy	55,000 +5,000	+10%	+$62.3K	0.08%	118
2019 Q3	$591K	Buy	+50,000	New	+$565K	0.07%	131

Other funds holding SONY

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

S&CO Inc's SONY Position: Q1 2026 in Review

S&CO Inc held its Sony (SONY) position steady in Q1 2026 at 55,000 shares worth $1.14M. The position accounts for 0.07% of the portfolio, ranked #133.

S&CO Inc first reported a position in SONY in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.58M in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

S&CO Inc held 55,000 shares of Sony worth $1.14M as of Q1 2026.
S&CO Inc left its Sony share count unchanged in Q1 2026.
Sony made up 0.07% of S&CO Inc's portfolio in Q1 2026, its #133 holding.
S&CO Inc first reported a position in Sony in Q3 2019 and has held it in 27 quarters since.
S&CO Inc's Sony position peaked at $1.58M in Q3 2025.
733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on S&CO Inc's 13F filing for Q1 2026, filed 7 May 2026.