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Stamos Capital Partners’s Sony SONY Stock Holding History

Stamos Capital Partners’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 		$5.14M Buy
256,015
+23,057
+10% +$486K 0.79% 49
2026
Q1 		$4.82M Buy
232,958
+104,391
+81% +$2.34M 0.75% 42
2025
Q4 		$3.29M Buy
128,567
+56,015
+77% +$1.57M 0.53% 56
2025
Q3 		$2.09M Sell
72,552
-13,001
-15% -$350K 0.39% 68
2025
Q2 		$2.23M Buy
85,553
+34,241
+67% +$857K 0.4% 74
2025
Q1 		$1.3M Buy
51,312
+27,592
+116% +$638K 0.34% 86
2024
Q4 		$502K Sell
23,720
-79,330
-77% -$1.55M 0.12% 119
2024
Q3 		$1.99M Sell
103,050
-20,600
-17% -$375K 0.47% 67
2024
Q2 		$2.1M Buy
123,650
+24,700
+25% +$408K 0.45% 63
2024
Q1 		$1.7M Buy
98,950
+71,650
+262% +$1.32M 0.39% 62
2023
Q4 		$517K Buy
+27,300
New +$474K 0.14% 97
2023
Q3 		– Sell
-99,550
Closed -$1.79M – 115
2023
Q2 		$1.79M Sell
99,550
-17,300
-15% -$324K 0.42% 70
2023
Q1 		$2.12M Buy
116,850
+51,500
+79% +$893K 0.55% 57
2022
Q4 		$997K Buy
65,350
+34,450
+111% +$515K 0.32% 75
2022
Q3 		$396K Buy
+30,900
New +$495K 0.1% 158

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

Stamos Capital Partners's SONY Position: Q2 2026 in Review

Stamos Capital Partners increased its Sony (SONY) stake by 9.9% in Q2 2026, buying an estimated $486K and bringing the position to 256,015 shares worth $5.14M. The position accounts for 0.79% of the portfolio, ranked #49.

Stamos Capital Partners first reported a position in SONY in Q3 2022 and has held it in 15 quarters since. 741 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Stamos Capital Partners held 256,015 shares of Sony worth $5.14M as of Q2 2026.
  • Stamos Capital Partners bought 23,057 Sony shares in Q2 2026, an estimated $486K.
  • Sony made up 0.79% of Stamos Capital Partners's portfolio in Q2 2026, its #49 holding.
  • Stamos Capital Partners first reported a position in Sony in Q3 2022 and has held it in 15 quarters since.
  • 741 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.