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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
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 $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 $6.48B AUM 18.36% 1-Year Est. Return
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

Stamos Capital Partners's SONY Position: Q1 2026 in Review

Stamos Capital Partners increased its Sony (SONY) stake by 81% in Q1 2026, buying an estimated $2.34M and bringing the position to 232,958 shares worth $4.82M. The position accounts for 0.75% of the portfolio, ranked #42.

Stamos Capital Partners first reported a position in SONY in Q3 2022 and has held it in 14 quarters since. 734 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Stamos Capital Partners held 232,958 shares of Sony worth $4.82M as of Q1 2026.
  • Stamos Capital Partners bought 104,391 Sony shares in Q1 2026, an estimated $2.34M.
  • Sony made up 0.75% of Stamos Capital Partners's portfolio in Q1 2026, its #42 holding.
  • Stamos Capital Partners first reported a position in Sony in Q3 2022 and has held it in 14 quarters since.
  • 734 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.