Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Sony SONY Stock Holding History

Sumitomo Mitsui Trust Group’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 		$11.6M Sell
490,950
-127,487
-21% -$2.92M 0.01% 637
2026
Q2 		$12.4M Sell
618,437
-203,605
-25% -$4.29M 0.01% 656
2026
Q1 		$17M Sell
822,042
-151,136
-16% -$3.39M 0.01% 635
2025
Q4 		$24.9M Buy
973,178
+212,971
+28% +$5.98M 0.01% 610
2025
Q3 		$21.9M Buy
760,207
+95,077
+14% +$2.56M 0.01% 633
2025
Q2 		$17.3M Sell
665,130
-61,613
-8% -$1.54M 0.01% 639
2025
Q1 		$18.5M Sell
726,743
-76,082
-9% -$1.76M 0.01% 643
2024
Q4 		$17M Buy
802,825
+172,205
+27% +$3.35M 0.01% 661
2024
Q3 		$12.2M Sell
630,620
-72,070
-10% -$1.31M 0.01% 696
2024
Q2 		$11.9M Sell
702,690
-9,880
-1% -$163K 0.01% 692
2024
Q1 		$12.2M Buy
712,570
+147,005
+26% +$2.7M 0.01% 753
2023
Q4 		$10.7M Buy
565,565
+63,135
+13% +$1.1M 0.01% 761
2023
Q3 		$8.28M Buy
502,430
+95,220
+23% +$1.66M 0.01% 803
2023
Q2 		$7.33M Sell
407,210
-175,275
-30% -$3.29M 0.01% 811
2023
Q1 		$10.6M Buy
582,485
+207,220
+55% +$3.59M 0.01% 783
2022
Q4 		$5.73M Buy
375,265
+100,030
+36% +$1.49M ﹤0.01% 826
2022
Q3 		$3.53M Buy
275,235
+8,515
+3% +$136K ﹤0.01% 882
2022
Q2 		$4.36M Buy
266,720
+238,275
+838% +$4.22M ﹤0.01% 877
2022
Q1 		$584K Hold
28,445
– – ﹤0.01% 1102
2021
Q4 		$719K Sell
28,445
-1,735
-6% -$41.3K ﹤0.01% 1062
2021
Q3 		$667K Sell
30,180
-3,270
-10% -$68.5K ﹤0.01% 1076
2021
Q2 		$650K Sell
33,450
-5,440
-14% -$110K ﹤0.01% 1087
2021
Q1 		$825K Sell
38,890
-3,470
-8% -$73.3K ﹤0.01% 1031
2020
Q4 		$857K Hold
42,360
– – ﹤0.01% 1009
2020
Q3 		$650K Sell
42,360
-46,050
-52% -$716K ﹤0.01% 1013
2020
Q2 		$1.22M Buy
+88,410
New +$1.15M ﹤0.01% 939

Other funds holding SONY

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Ethic Inc
Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return

Sumitomo Mitsui Trust Group's SONY Position: Q3 2026 in Review

Sumitomo Mitsui Trust Group reduced its Sony (SONY) stake by 21% in Q3 2026, selling an estimated $2.92M and leaving 490,950 shares worth $11.6M. The position accounts for 0.01% of the portfolio, ranked #637.

Sumitomo Mitsui Trust Group first reported a position in SONY in Q2 2020 and has held it in 26 quarters since. The position peaked at $24.9M in Q4 2025. 318 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

  • Sumitomo Mitsui Trust Group held 490,950 shares of Sony worth $11.6M as of Q3 2026.
  • Sumitomo Mitsui Trust Group sold 127,487 Sony shares in Q3 2026, an estimated $2.92M.
  • Sony made up 0.01% of Sumitomo Mitsui Trust Group's portfolio in Q3 2026, its #637 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Sony in Q2 2020 and has held it in 26 quarters since.
  • Sumitomo Mitsui Trust Group's Sony position peaked at $24.9M in Q4 2025.
  • 318 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2026, filed 29 Oct 2026.