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 Q2	$327K	Buy	+16,314	New	+$344K	0.01%	511
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 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

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

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Shelton Capital Management's SONY Position: Q2 2026 in Review

Shelton Capital Management opened a new position in Sony (SONY) in Q2 2026: 16,314 shares worth $327K. The stake represents 0.01% of the portfolio and ranks #511 among its holdings. This is a return to the name: Shelton Capital Management previously reported a position in SONY as recently as Q4 2025.

Shelton Capital Management first reported a position in SONY in Q1 2025 and has held it in 4 quarters since. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Shelton Capital Management held 16,314 shares of Sony worth $327K as of Q2 2026.
Sony was a new Shelton Capital Management position in Q2 2026.
Sony made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #511 holding.
Shelton Capital Management first reported a position in Sony in Q1 2025 and has held it in 4 quarters since.
739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.