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Strategic Global Advisors’s Sony SONY Stock Holding History

Strategic Global Advisors’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 		$1.75M Buy
84,309
+18,927
+29% +$424K 0.28% 83
2025
Q4 		$1.67M Buy
65,382
+23,452
+56% +$658K 0.26% 93
2025
Q3 		$1.21M Sell
41,930
-3,396
-7% -$91.3K 0.18% 105
2025
Q2 		$1.18M Buy
45,326
+6,011
+15% +$150K 0.19% 104
2025
Q1 		$998K Sell
39,315
-686
-2% -$15.9K 0.2% 106
2024
Q4 		$846K Sell
40,001
-65,699
-62% -$1.28M 0.15% 106
2024
Q3 		$408K Buy
+105,700
New +$1.93M 0.08% 124
2023
Q4 		– Sell
-20,365
Closed -$336K – 155
2023
Q3 		$336K Sell
20,365
-1,325
-6% -$23.1K 0.06% 129
2023
Q2 		$391K Sell
21,690
-395
-2% -$7.41K 0.06% 127
2023
Q1 		$400K Buy
+22,085
New +$383K 0.06% 124
2022
Q2 		– Sell
-24,590
Closed -$505K – 161
2022
Q1 		$505K Buy
24,590
+9,935
+68% +$216K 0.07% 114
2021
Q4 		$1.63M Sell
14,655
-58,605
-80% -$1.4M 0.21% 111
2021
Q3 		$1.62M Sell
73,260
-41,175
-36% -$862K 0.24% 111
2021
Q2 		$2.23M Sell
114,435
-111,885
-49% -$2.27M 0.4% 88
2021
Q1 		$4.8M Buy
226,320
+590
+0.3% +$12.5K 0.86% 38
2020
Q4 		$4.56M Sell
225,730
-58,940
-21% -$1.03M 0.81% 40
2020
Q3 		$4.37M Sell
284,670
-17,415
-6% -$271K 0.82% 43
2020
Q2 		$4.18M Buy
302,085
+33,660
+13% +$437K 0.89% 36
2020
Q1 		$3.18M Sell
268,425
-3,215
-1% -$42.1K 0.82% 36
2019
Q4 		$3.69M Buy
271,640
+1,445
+0.5% +$18K 0.77% 38
2019
Q3 		$3.19M Buy
270,195
+1,175
+0.4% +$13.3K 0.72% 44
2019
Q2 		$2.82M Buy
269,020
+1,770
+0.7% +$17.4K 0.6% 48
2019
Q1 		$2.26M Buy
267,250
+212,535
+388% +$1.99M 0.48% 66
2018
Q4 		$528K Buy
54,715
+9,940
+22% +$105K 0.19% 99
2018
Q3 		$543K Buy
44,775
+18,485
+70% +$203K 0.16% 111
2018
Q2 		$254K Hold
26,290
– – 0.06% 175
2018
Q1 		$254K Buy
+26,290
New +$259K 0.09% 165

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

Strategic Global Advisors's SONY Position: Q1 2026 in Review

Strategic Global Advisors increased its Sony (SONY) stake by 29% in Q1 2026, buying an estimated $424K and bringing the position to 84,309 shares worth $1.75M. The position accounts for 0.28% of the portfolio, ranked #83.

Strategic Global Advisors first reported a position in SONY in Q1 2018 and has held it in 27 quarters since. The position peaked at $4.8M in Q1 2021. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Strategic Global Advisors held 84,309 shares of Sony worth $1.75M as of Q1 2026.
  • Strategic Global Advisors bought 18,927 Sony shares in Q1 2026, an estimated $424K.
  • Sony made up 0.28% of Strategic Global Advisors's portfolio in Q1 2026, its #83 holding.
  • Strategic Global Advisors first reported a position in Sony in Q1 2018 and has held it in 27 quarters since.
  • Strategic Global Advisors's Sony position peaked at $4.8M in Q1 2021.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Strategic Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.