Saturna Capital’s Sony SONY Stock Holding History

Saturna Capital’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	–	Sell	-20,000	Closed	-$512K	–	157
2025 Q4	$512K	Hold	20,000	–	–	0.01%	115
2025 Q3	$576K	Hold	20,000	–	–	0.01%	118
2025 Q2	$521K	Hold	20,000	–	–	0.01%	125
2025 Q1	$508K	Hold	20,000	–	–	0.01%	124
2024 Q4	$423K	Hold	20,000	–	–	0.01%	131
2024 Q3	$386K	Hold	20,000	–	–	0.01%	132
2024 Q2	$340K	Sell	20,000 -63,000	-76%	-$1.04M	﹤0.01%	141
2024 Q1	$1.42M	Hold	83,000	–	–	0.02%	101
2023 Q4	$1.57M	Sell	83,000 -10,250	-11%	-$178K	0.02%	98
2023 Q3	$1.54M	Sell	93,250 -69,675	-43%	-$1.22M	0.03%	92
2023 Q2	$2.93M	Hold	162,925	–	–	0.05%	72
2023 Q1	$2.95M	Sell	162,925 -25	-0%	-$433	0.06%	71
2022 Q4	$2.49M	Sell	162,950 -6,675	-4%	-$99.7K	0.05%	70
2022 Q3	$2.17M	Buy	169,625 +825	+0.5%	+$13.2K	0.05%	71
2022 Q2	$2.76M	Hold	168,800	–	–	0.07%	68
2022 Q1	$3.47M	Buy	168,800 +8,825	+6%	+$192K	0.07%	71
2021 Q4	$4.04M	Hold	159,975	–	–	0.07%	69
2021 Q3	$3.54M	Buy	159,975 +125	+0.1%	+$2.62K	0.07%	68
2021 Q2	$3.11M	Hold	159,850	–	–	0.06%	72
2021 Q1	$3.39M	Hold	159,850	–	–	0.08%	70
2020 Q4	$3.23M	Buy	159,850 +3,250	+2%	+$56.5K	0.07%	71
2020 Q3	$2.4M	Buy	156,600 +9,500	+6%	+$148K	0.06%	74
2020 Q2	$2.03M	Buy	147,100 +47,500	+48%	+$617K	0.06%	77
2020 Q1	$1.23M	Buy	99,600 +12,100	+14%	+$159K	0.04%	91
2019 Q4	$1.19M	Buy	+87,500	New	+$1.09M	0.03%	106

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Saturna Capital's SONY Position: Q1 2026 in Review

Saturna Capital sold out of Sony (SONY) in Q1 2026, closing a stake of 20,000 shares — an estimated $512K sold.

Saturna Capital first reported a position in SONY in Q4 2019 and held it in 25 quarters. The position peaked at $4.04M in Q4 2021. 737 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Saturna Capital reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
Saturna Capital sold 20,000 Sony shares in Q1 2026, an estimated $512K.
Saturna Capital first reported a position in Sony in Q4 2019 and held it in 25 quarters.
Saturna Capital's Sony position peaked at $4.04M in Q4 2021.
737 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Saturna Capital's 13F filing for Q1 2026, filed 12 May 2026.