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Smallwood Wealth Investment Management’s Sony SONY Stock Holding History

Smallwood Wealth Investment 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 		$200 Hold
10
– – ﹤0.01% 485
2026
Q1 		$207 Hold
10
– – ﹤0.01% 478
2025
Q4 		$256 Hold
10
– – ﹤0.01% 463
2025
Q3 		$287 Hold
10
– – ﹤0.01% 470
2025
Q2 		$260 Hold
10
– – ﹤0.01% 522
2025
Q1 		$253 Buy
+10
New +$231 ﹤0.01% 461

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

Smallwood Wealth Investment Management's SONY Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Sony (SONY) position steady in Q2 2026 at 10 shares worth $200. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Smallwood Wealth Investment Management first reported a position in SONY in Q1 2025 and has held it in 6 quarters since. The position peaked at $287 in Q3 2025. 344 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Smallwood Wealth Investment Management held 10 shares of Sony worth $200 as of Q2 2026.
  • Smallwood Wealth Investment Management left its Sony share count unchanged in Q2 2026.
  • Sony made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #485 holding.
  • Smallwood Wealth Investment Management first reported a position in Sony in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Sony position peaked at $287 in Q3 2025.
  • 344 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.