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SimplyRich’s Sony SONY Stock Holding History

SimplyRich’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 		$593K Sell
28,667
-1,060
-4% -$23.8K 0.15% 134
2025
Q4 		$761K Buy
29,727
+12
+0% +$337 0.2% 96
2025
Q3 		$855K Buy
29,715
+648
+2% +$17.4K 0.23% 91
2025
Q2 		$756K Hold
29,067
– – 0.21% 96
2025
Q1 		$738K Buy
29,067
+9
+0% +$208 0.21% 97
2024
Q4 		$614K Buy
29,058
+7,853
+37% +$153K 0.18% 113
2024
Q3 		$409K Buy
+21,205
New +$386K 0.11% 145
2024
Q2 		– Sell
-39,060
Closed -$670K – 185
2024
Q1 		$670K Sell
39,060
-1,670
-4% -$30.7K 0.22% 95
2023
Q4 		$771K Buy
+40,730
New +$707K 0.27% 89

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

SimplyRich's SONY Position: Q1 2026 in Review

SimplyRich reduced its Sony (SONY) stake by 3.6% in Q1 2026, selling an estimated $23.8K and leaving 28,667 shares worth $593K. The position accounts for 0.15% of the portfolio, ranked #134.

SimplyRich first reported a position in SONY in Q4 2023 and has held it in 9 quarters since. The position peaked at $855K in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • SimplyRich held 28,667 shares of Sony worth $593K as of Q1 2026.
  • SimplyRich sold 1,060 Sony shares in Q1 2026, an estimated $23.8K.
  • Sony made up 0.15% of SimplyRich's portfolio in Q1 2026, its #134 holding.
  • SimplyRich first reported a position in Sony in Q4 2023 and has held it in 9 quarters since.
  • SimplyRich's Sony position peaked at $855K in Q3 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.