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Wallace Advisory Group’s Sony SONY Stock Holding History

Wallace Advisory 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
Q1 		– Sell
-9,943
Closed -$255K – 140
2025
Q4 		$255K Sell
9,943
-2,359
-19% -$66.2K 0.27% 103
2025
Q3 		$320K Sell
12,302
-2,379
-16% -$64K 0.26% 116
2025
Q2 		$373K Buy
14,681
+524
+4% +$13.1K 0.27% 112
2025
Q1 		$300K Buy
14,157
+11,428
+419% +$264K 0.21% 144
2024
Q4 		$264K Buy
+2,729
New +$53.2K 0.18% 148

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

Wallace Advisory Group's SONY Position: Q1 2026 in Review

Wallace Advisory Group sold out of Sony (SONY) in Q1 2026, closing a stake of 9,943 shares — an estimated $255K sold.

Wallace Advisory Group first reported a position in SONY in Q4 2024 and held it in 5 quarters. The position peaked at $373K in Q2 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Wallace Advisory Group reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • Wallace Advisory Group sold 9,943 Sony shares in Q1 2026, an estimated $255K.
  • Wallace Advisory Group first reported a position in Sony in Q4 2024 and held it in 5 quarters.
  • Wallace Advisory Group's Sony position peaked at $373K in Q2 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.