Smithfield Trust’s Sony SONY Stock Holding History

Smithfield Trust’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	$4K	Hold	220	–	–	﹤0.01%	1004
2026 Q1	$5K	Hold	220	–	–	﹤0.01%	996
2025 Q4	$6K	Buy	+220	New	+$6.18K	﹤0.01%	972
2024 Q2	–	Sell	-610	Closed	-$10K	–	1080
2024 Q1	$10K	Buy	610 +150	+33%	+$2.76K	﹤0.01%	841
2023 Q4	$8K	Buy	460 +365	+384%	+$6.33K	﹤0.01%	867
2023 Q3	$2K	Buy	+95	New	+$1.66K	﹤0.01%	984
2022 Q4	–	Sell	-1,275	Closed	-$16K	–	1053
2022 Q3	$16K	Buy	1,275 +145	+13%	+$2.32K	﹤0.01%	684
2022 Q2	$18K	Hold	1,130	–	–	﹤0.01%	688
2022 Q1	$23K	Hold	1,130	–	–	﹤0.01%	674
2021 Q4	$28K	Hold	1,130	–	–	﹤0.01%	655
2021 Q3	$26K	Buy	1,130 +265	+31%	+$5.55K	﹤0.01%	672
2021 Q2	$17K	Hold	865	–	–	﹤0.01%	732
2021 Q1	$18K	Hold	865	–	–	﹤0.01%	728
2020 Q4	$17K	Hold	865	–	–	﹤0.01%	704
2020 Q3	$13K	Buy	865 +305	+54%	+$4.74K	﹤0.01%	717
2020 Q2	$8K	Sell	560 -105	-16%	-$1.36K	﹤0.01%	782
2020 Q1	$8K	Buy	+665	New	+$8.71K	﹤0.01%	720

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

Smithfield Trust's SONY Position: Q2 2026 in Review

Smithfield Trust held its Sony (SONY) position steady in Q2 2026 at 220 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Smithfield Trust first reported a position in SONY in Q1 2020 and has held it in 17 quarters since. The position peaked at $28K in Q4 2021. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Smithfield Trust held 220 shares of Sony worth $4K as of Q2 2026.
Smithfield Trust left its Sony share count unchanged in Q2 2026.
Sony made up ﹤0.01% of Smithfield Trust's portfolio in Q2 2026, its #1004 holding.
Smithfield Trust first reported a position in Sony in Q1 2020 and has held it in 17 quarters since.
Smithfield Trust's Sony position peaked at $28K in Q4 2021.
739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Smithfield Trust's 13F filing for Q2 2026, filed 5 Aug 2026.