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Sunbelt Securities’s Sony SONY Stock Holding History

Sunbelt Securities’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 		$6.02K Hold
291
– – ﹤0.01% 1627
2025
Q4 		$7.45K Sell
291
-500
-63% -$14K ﹤0.01% 1519
2025
Q3 		$22.8K Buy
791
+546
+223% +$14.7K ﹤0.01% 1224
2025
Q2 		$5.18K Hold
245
– – ﹤0.01% 1432
2025
Q1 		$6.22K Hold
245
– – ﹤0.01% 1368
2024
Q4 		$5.2K Sell
245
-50
-17% -$974 ﹤0.01% 1431
2024
Q3 		$5.72K Buy
+295
New +$5.38K ﹤0.01% 1407
2024
Q2 		– Sell
-1,665
Closed -$28.6K – 1810
2024
Q1 		$28.6K Buy
+1,665
New +$30.6K ﹤0.01% 1012

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

Sunbelt Securities's SONY Position: Q1 2026 in Review

Sunbelt Securities held its Sony (SONY) position steady in Q1 2026 at 291 shares worth $6.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

Sunbelt Securities first reported a position in SONY in Q1 2024 and has held it in 8 quarters since. The position peaked at $28.6K in Q1 2024. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Sunbelt Securities held 291 shares of Sony worth $6.02K as of Q1 2026.
  • Sunbelt Securities left its Sony share count unchanged in Q1 2026.
  • Sony made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1627 holding.
  • Sunbelt Securities first reported a position in Sony in Q1 2024 and has held it in 8 quarters since.
  • Sunbelt Securities's Sony position peaked at $28.6K in Q1 2024.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.