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Sowell Financial Services’s Sony SONY Stock Holding History

Sowell Financial Services’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 		$221K Sell
11,007
-4,900
-31% -$103K 0.01% 1021
2026
Q1 		$329K Sell
15,907
-3,650
-19% -$81.8K 0.01% 803
2025
Q4 		$501K Buy
19,557
+3,448
+21% +$96.8K 0.02% 647
2025
Q3 		$464K Buy
16,109
+2,791
+21% +$75K 0.02% 650
2025
Q2 		$347K Buy
13,318
+474
+4% +$11.9K 0.01% 728
2025
Q1 		$326K Sell
12,844
-8,527
-40% -$197K 0.01% 727
2024
Q4 		$452K Buy
+21,371
New +$416K 0.02% 422
2022
Q1 		– Sell
-98,590
Closed -$2.49M – 454
2021
Q4 		$2.49M Buy
98,590
+4,015
+4% +$95.6K 0.14% 164
2021
Q3 		$2.09M Sell
94,575
-25,930
-22% -$543K 0.14% 171
2021
Q2 		$2.34M Buy
120,505
+88,280
+274% +$1.79M 0.16% 164
2021
Q1 		$630K Buy
32,225
+200
+0.6% +$4.22K 0.02% 559
2020
Q4 		$648K Buy
32,025
+2,175
+7% +$37.8K 0.03% 449
2020
Q3 		$458K Buy
29,850
+750
+3% +$11.7K 0.02% 489
2020
Q2 		$402K Buy
29,100
+21,050
+261% +$274K 0.02% 511
2020
Q1 		$95K Buy
8,050
+6,095
+312% +$79.9K 0.01% 860
2019
Q4 		$27K Buy
1,955
+560
+40% +$6.98K ﹤0.01% 1331
2019
Q3 		$16K Buy
+1,395
New +$15.8K ﹤0.01% 1370

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Sowell Financial Services's SONY Position: Q2 2026 in Review

Sowell Financial Services reduced its Sony (SONY) stake by 31% in Q2 2026, selling an estimated $103K and leaving 11,007 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #1021.

Sowell Financial Services first reported a position in SONY in Q3 2019 and has held it in 17 quarters since. The position peaked at $2.49M in Q4 2021. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Sowell Financial Services held 11,007 shares of Sony worth $221K as of Q2 2026.
  • Sowell Financial Services sold 4,900 Sony shares in Q2 2026, an estimated $103K.
  • Sony made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1021 holding.
  • Sowell Financial Services first reported a position in Sony in Q3 2019 and has held it in 17 quarters since.
  • Sowell Financial Services's Sony position peaked at $2.49M in Q4 2021.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.