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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
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

PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

Wedmont Private Capital's SONY Position: Q2 2026 in Review

Wedmont Private Capital reduced its Sony (SONY) stake by 29% in Q2 2026, selling an estimated $112K and leaving 13,203 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #771.

Wedmont Private Capital first reported a position in SONY in Q2 2024 and has held it in 9 quarters since. The position peaked at $587K in Q3 2025. 237 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Wedmont Private Capital held 13,203 shares of Sony worth $275K as of Q2 2026.
  • Wedmont Private Capital sold 5,318 Sony shares in Q2 2026, an estimated $112K.
  • Sony made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #771 holding.
  • Wedmont Private Capital first reported a position in Sony in Q2 2024 and has held it in 9 quarters since.
  • Wedmont Private Capital's Sony position peaked at $587K in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.