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Wedmont Private Capital’s Sony SONY Stock Holding History

Wedmont Private Capital’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 		$326K Buy
13,630
+427
+3% +$9.79K 0.01% 747
2026
Q2 		$275K Sell
13,203
-5,318
-29% -$112K 0.01% 771
2026
Q1 		$396K Sell
18,521
-2,203
-11% -$49.4K 0.01% 580
2025
Q4 		$521K Buy
20,724
+992
+5% +$27.8K 0.02% 456
2025
Q3 		$587K Buy
19,732
+853
+5% +$22.9K 0.02% 412
2025
Q2 		$475K Buy
18,879
+2,771
+17% +$69.3K 0.02% 444
2025
Q1 		$370K Buy
16,108
+555
+4% +$12.8K 0.02% 460
2024
Q4 		$317K Buy
15,553
+1,718
+12% +$33.5K 0.02% 524
2024
Q3 		$265K Buy
13,835
+1,580
+13% +$28.8K 0.02% 548
2024
Q2 		$235K Buy
+12,255
New +$203K 0.01% 565

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
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return

Wedmont Private Capital's SONY Position: Q3 2026 in Review

Wedmont Private Capital increased its Sony (SONY) stake by 3.2% in Q3 2026, buying an estimated $9.79K and bringing the position to 13,630 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #747.

Wedmont Private Capital first reported a position in SONY in Q2 2024 and has held it in 10 quarters since. The position peaked at $587K in Q3 2025. 33 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

  • Wedmont Private Capital held 13,630 shares of Sony worth $326K as of Q3 2026.
  • Wedmont Private Capital bought 427 Sony shares in Q3 2026, an estimated $9.79K.
  • Sony made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #747 holding.
  • Wedmont Private Capital first reported a position in Sony in Q2 2024 and has held it in 10 quarters since.
  • Wedmont Private Capital's Sony position peaked at $587K in Q3 2025.
  • 33 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.