SP
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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
Q3 		$2.18M Hold
91,543
– – 1.01% 24
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

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
KPPF
Klein Pavlis & Peasley Financial Irvine, California $198M AUM 23.77% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Successful Portfolios's SONY Position: Q3 2026 in Review

Successful Portfolios held its Sony (SONY) position steady in Q3 2026 at 91,543 shares worth $2.18M. The position accounts for 1.01% of the portfolio, ranked #24.

Successful Portfolios first reported a position in SONY in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.69M in Q3 2025. 53 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

  • Successful Portfolios held 91,543 shares of Sony worth $2.18M as of Q3 2026.
  • Successful Portfolios left its Sony share count unchanged in Q3 2026.
  • Sony made up 1.01% of Successful Portfolios's portfolio in Q3 2026, its #24 holding.
  • Successful Portfolios first reported a position in Sony in Q4 2023 and has held it in 12 quarters since.
  • Successful Portfolios's Sony position peaked at $2.69M in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on Successful Portfolios's 13F filing for Q3 2026, filed 9 Oct 2026.