Searle & Co’s Sony SONY Stock Holding History

Searle & Co’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	$342K	Hold	16,500	–	–	0.09%	148
2025 Q4	$422K	Hold	16,500	–	–	0.11%	125
2025 Q3	$475K	Hold	16,500	–	–	0.13%	121
2025 Q2	$429K	Sell	16,500 -800	-5%	-$20K	0.12%	121
2025 Q1	$439K	Hold	17,300	–	–	0.13%	113
2024 Q4	$366K	Hold	17,300	–	–	0.11%	129
2024 Q3	$334K	Hold	17,300	–	–	0.08%	132
2024 Q2	$294K	Hold	17,300	–	–	0.07%	146
2024 Q1	$297K	Hold	17,300	–	–	0.08%	129
2023 Q4	$328K	Hold	17,300	–	–	0.09%	124
2023 Q3	$285K	Hold	17,300	–	–	0.1%	120
2023 Q2	$324K	Hold	17,300	–	–	0.1%	118
2023 Q1	$310K	Hold	17,300	–	–	0.1%	122
2022 Q4	$264K	Sell	17,300 -2,050	-11%	-$30.6K	0.09%	130
2022 Q3	$248K	Sell	19,350 -2,000	-9%	-$32K	0.1%	129
2022 Q2	$349K	Hold	21,350	–	–	0.14%	116
2022 Q1	$439K	Hold	21,350	–	–	0.16%	109
2021 Q4	$540K	Hold	21,350	–	–	0.2%	92
2021 Q3	$472K	Hold	21,350	–	–	0.19%	94
2021 Q2	$415K	Buy	21,350 +350	+2%	+$7.09K	0.17%	101
2021 Q1	$445K	Hold	21,000	–	–	0.2%	95
2020 Q4	$425K	Hold	21,000	–	–	0.2%	87
2020 Q3	$322K	Hold	21,000	–	–	0.18%	100
2020 Q2	$290K	Hold	21,000	–	–	0.17%	104
2020 Q1	$249K	Hold	21,000	–	–	0.18%	100
2019 Q4	$286K	Buy	21,000 +1,100	+6%	+$13.7K	0.16%	112
2019 Q3	$235K	Buy	+19,900	New	+$225K	0.14%	118

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

Searle & Co's SONY Position: Q1 2026 in Review

Searle & Co held its Sony (SONY) position steady in Q1 2026 at 16,500 shares worth $342K. The position accounts for 0.09% of the portfolio, ranked #148.

Searle & Co first reported a position in SONY in Q3 2019 and has held it in 27 quarters since. The position peaked at $540K in Q4 2021. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Searle & Co held 16,500 shares of Sony worth $342K as of Q1 2026.
Searle & Co left its Sony share count unchanged in Q1 2026.
Sony made up 0.09% of Searle & Co's portfolio in Q1 2026, its #148 holding.
Searle & Co first reported a position in Sony in Q3 2019 and has held it in 27 quarters since.
Searle & Co's Sony position peaked at $540K in Q4 2021.
733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Searle & Co's 13F filing for Q1 2026, filed 8 May 2026.