SAM
SONY icon

Smartleaf Asset Management’s Sony SONY Stock Holding History

Smartleaf Asset 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 		$1.07M Buy
53,512
+705
+1% +$15.8K 0.04% 388
2025
Q4 		$1.36M Buy
52,807
+1,821
+4% +$51.1K 0.05% 314
2025
Q3 		$1.48M Buy
50,986
+8,536
+20% +$230K 0.09% 240
2025
Q2 		$1.12M Buy
42,450
+6,116
+17% +$153K 0.1% 233
2025
Q1 		$912K Buy
36,334
+3,607
+11% +$83.3K 0.09% 251
2024
Q4 		$694K Buy
32,727
+8,232
+34% +$160K 0.07% 273
2024
Q3 		$471K Buy
24,495
+16,090
+191% +$293K 0.06% 308
2024
Q2 		$142K Buy
8,405
+4,375
+109% +$72.3K 0.02% 470
2024
Q1 		$69.8K Sell
4,030
-1,940
-32% -$35.7K 0.01% 603
2023
Q4 		$113K Buy
+5,970
New +$104K 0.03% 412

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

Smartleaf Asset Management's SONY Position: Q1 2026 in Review

Smartleaf Asset Management increased its Sony (SONY) stake by 1.3% in Q1 2026, buying an estimated $15.8K and bringing the position to 53,512 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #388.

Smartleaf Asset Management first reported a position in SONY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.48M in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Smartleaf Asset Management held 53,512 shares of Sony worth $1.07M as of Q1 2026.
  • Smartleaf Asset Management bought 705 Sony shares in Q1 2026, an estimated $15.8K.
  • Sony made up 0.04% of Smartleaf Asset Management's portfolio in Q1 2026, its #388 holding.
  • Smartleaf Asset Management first reported a position in Sony in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Sony position peaked at $1.48M in Q3 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

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