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Stiles Financial Services’s Sony SONY Stock Holding History

Stiles 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
Q1 		$946K Sell
45,715
-982
-2% -$22K 0.29% 84
2025
Q4 		$1.2M Sell
46,697
-3,494
-7% -$98.1K 0.37% 76
2025
Q3 		$1.45M Sell
50,191
-4,507
-8% -$121K 0.46% 68
2025
Q2 		$1.42M Sell
54,698
-11,392
-17% -$285K 0.49% 67
2025
Q1 		$1.68M Sell
66,090
-14,116
-18% -$326K 0.64% 56
2024
Q4 		$1.7M Sell
80,206
-4,924
-6% -$95.9K 0.61% 56
2024
Q3 		$1.64M Sell
85,130
-170
-0.2% -$3.1K 0.58% 58
2024
Q2 		$1.45M Sell
85,300
-2,700
-3% -$44.6K 0.56% 57
2024
Q1 		$1.51M Sell
88,000
-2,995
-3% -$55.1K 0.6% 55
2023
Q4 		$1.72M Buy
90,995
+2,400
+3% +$41.6K 0.78% 43
2023
Q3 		$1.46M Sell
88,595
-2,810
-3% -$49K 0.76% 44
2023
Q2 		$1.65M Buy
91,405
+3,165
+4% +$59.4K 0.82% 36
2023
Q1 		$1.6M Buy
88,240
+975
+1% +$16.9K 0.86% 34
2022
Q4 		$1.33M Buy
87,265
+155
+0.2% +$2.31K 0.76% 41
2022
Q3 		$1.12M Buy
87,110
+21,500
+33% +$345K 0.68% 44
2022
Q2 		$1.07M Sell
65,610
-2,365
-3% -$41.9K 0.65% 50
2022
Q1 		$1.4M Buy
67,975
+1,670
+3% +$36.3K 0.7% 41
2021
Q4 		$1.68M Buy
+66,305
New +$1.58M 0.81% 37

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 $6.69B AUM
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

Stiles Financial Services's SONY Position: Q1 2026 in Review

Stiles Financial Services reduced its Sony (SONY) stake by 2.1% in Q1 2026, selling an estimated $22K and leaving 45,715 shares worth $946K. The position accounts for 0.29% of the portfolio, ranked #84.

Stiles Financial Services first reported a position in SONY in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.72M in Q4 2023. 734 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Stiles Financial Services held 45,715 shares of Sony worth $946K as of Q1 2026.
  • Stiles Financial Services sold 982 Sony shares in Q1 2026, an estimated $22K.
  • Sony made up 0.29% of Stiles Financial Services's portfolio in Q1 2026, its #84 holding.
  • Stiles Financial Services first reported a position in Sony in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's Sony position peaked at $1.72M in Q4 2023.
  • 734 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.