Successful Portfolios’s Sony SONY Stock Holding History

Successful Portfolios’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	$1.92M	Sell	91,543 -1,395	-2%	-$29.4K	0.89%	29
2026 Q1	$1.85M	Buy	92,938 +437	+0.5%	+$9.79K	1.02%	24
2025 Q4	$2.32M	Sell	92,501 -900	-1%	-$25.3K	1.18%	20
2025 Q3	$2.69M	Sell	93,401 -1,775	-2%	-$47.7K	1.57%	15
2025 Q2	$2.48M	Sell	95,176 -3,400	-3%	-$85.1K	1.52%	16
2025 Q1	$2.5M	Sell	98,576 -1,500	-1%	-$34.7K	1.7%	15
2024 Q4	$2.12M	Buy	100,076 +101	+0.1%	+$1.97K	1.42%	17
2024 Q3	$1.93M	Sell	99,975 -15,000	-13%	-$273K	1.31%	17
2024 Q2	$1.95M	Sell	114,975 -4,800	-4%	-$79.4K	1.36%	18
2024 Q1	$2.05M	Sell	119,775 -12,300	-9%	-$226K	1.4%	15
2023 Q4	$2.5M	Buy	+132,075	New	+$2.29M	1.87%	12

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Successful Portfolios's SONY Position: Q2 2026 in Review

Successful Portfolios reduced its Sony (SONY) stake by 1.5% in Q2 2026, selling an estimated $29.4K and leaving 91,543 shares worth $1.92M. The position accounts for 0.89% of the portfolio, ranked #29.

Successful Portfolios first reported a position in SONY in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.69M in Q3 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Successful Portfolios held 91,543 shares of Sony worth $1.92M as of Q2 2026.
Successful Portfolios sold 1,395 Sony shares in Q2 2026, an estimated $29.4K.
Sony made up 0.89% of Successful Portfolios's portfolio in Q2 2026, its #29 holding.
Successful Portfolios first reported a position in Sony in Q4 2023 and has held it in 11 quarters since.
Successful Portfolios's Sony position peaked at $2.69M in Q3 2025.
737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.