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Summitry LLC’s Sony SONY Stock Holding History

Summitry LLC’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 		$462K Buy
23,035
+1,615
+8% +$34K 0.02% 170
2026
Q1 		$443K Buy
21,420
+1,102
+5% +$24.7K 0.02% 150
2025
Q4 		$520K Buy
20,318
+2,575
+15% +$72.3K 0.02% 117
2025
Q3 		$511K Sell
17,743
-5,096
-22% -$137K 0.02% 102
2025
Q2 		$594K Buy
22,839
+4,563
+25% +$114K 0.03% 81
2025
Q1 		$464K Buy
18,276
+1,502
+9% +$34.7K 0.02% 87
2024
Q4 		$355K Buy
16,774
+3,084
+23% +$60.1K 0.02% 97
2024
Q3 		$264K Buy
13,690
+755
+6% +$13.8K 0.01% 117
2024
Q2 		$220K Buy
+12,935
New +$214K 0.01% 107

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Summitry LLC's SONY Position: Q2 2026 in Review

Summitry LLC increased its Sony (SONY) stake by 7.5% in Q2 2026, buying an estimated $34K and bringing the position to 23,035 shares worth $462K. The position accounts for 0.02% of the portfolio, ranked #170.

Summitry LLC first reported a position in SONY in Q2 2024 and has held it in 9 quarters since. The position peaked at $594K in Q2 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Summitry LLC held 23,035 shares of Sony worth $462K as of Q2 2026.
  • Summitry LLC bought 1,615 Sony shares in Q2 2026, an estimated $34K.
  • Sony made up 0.02% of Summitry LLC's portfolio in Q2 2026, its #170 holding.
  • Summitry LLC first reported a position in Sony in Q2 2024 and has held it in 9 quarters since.
  • Summitry LLC's Sony position peaked at $594K in Q2 2025.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.