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 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 $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Smithfield Trust's SONY Position: Q1 2026 in Review

Smithfield Trust held its Sony (SONY) position steady in Q1 2026 at 220 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Smithfield Trust first reported a position in SONY in Q1 2020 and has held it in 16 quarters since. The position peaked at $28K in Q4 2021. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Smithfield Trust held 220 shares of Sony worth $5K as of Q1 2026.
Smithfield Trust left its Sony share count unchanged in Q1 2026.
Sony made up ﹤0.01% of Smithfield Trust's portfolio in Q1 2026, its #996 holding.
Smithfield Trust first reported a position in Sony in Q1 2020 and has held it in 16 quarters since.
Smithfield Trust's Sony position peaked at $28K in Q4 2021.
733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Smithfield Trust's 13F filing for Q1 2026, filed 8 May 2026.