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Shelton Capital Management’s Sony SONY Stock Holding History

Shelton Capital 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
Q1 		– Sell
-9,365
Closed -$240K – 787
2025
Q4 		$240K Buy
+9,365
New +$263K ﹤0.01% 578
2025
Q3 		– Sell
-8,300
Closed -$216K – 765
2025
Q2 		$216K Hold
8,300
– – 0.01% 638
2025
Q1 		$211K Buy
+8,300
New +$192K 0.01% 645

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Shelton Capital Management's SONY Position: Q1 2026 in Review

Shelton Capital Management sold out of Sony (SONY) in Q1 2026, closing a stake of 9,365 shares — an estimated $240K sold.

Shelton Capital Management first reported a position in SONY in Q1 2025 and held it in 3 quarters. The position peaked at $240K in Q4 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Shelton Capital Management reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • Shelton Capital Management sold 9,365 Sony shares in Q1 2026, an estimated $240K.
  • Shelton Capital Management first reported a position in Sony in Q1 2025 and held it in 3 quarters.
  • Shelton Capital Management's Sony position peaked at $240K in Q4 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.