Welch Group’s Sony SONY Stock Holding History

Welch 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 Q3	$592K	Hold	25,156	–	–	0.02%	179
2026 Q2	$505K	Hold	25,156	–	–	0.02%	187
2026 Q1	$521K	Hold	25,156	–	–	0.02%	174
2025 Q4	$644K	Sell	25,156 -217	-0.9%	-$6.09K	0.02%	152
2025 Q3	$730K	Buy	25,373 +217	+0.9%	+$5.84K	0.03%	135
2025 Q2	$655K	Buy	25,156 +156	+0.6%	+$3.9K	0.03%	130
2025 Q1	$627K	Sell	25,000 -265	-1%	-$6.12K	0.03%	126
2024 Q4	$536K	Buy	25,265 +265	+1%	+$5.16K	0.02%	149
2024 Q3	$483K	Hold	25,000	–	–	0.02%	148
2024 Q2	$425K	Buy	+25,000	New	+$413K	0.02%	157
2024 Q1	–	Sell	-30,000	Closed	-$568K	–	243
2023 Q4	$568K	Buy	30,000 +5,000	+20%	+$86.7K	0.03%	115
2023 Q3	$412K	Hold	25,000	–	–	0.02%	122
2023 Q2	$450K	Hold	25,000	–	–	0.03%	117
2023 Q1	$453K	Sell	25,000 -375	-1%	-$6.5K	0.03%	115
2022 Q4	$387K	Buy	25,375 +275	+1%	+$4.11K	0.02%	134
2022 Q3	$322K	Buy	25,100 +100	+0.4%	+$1.6K	0.02%	125
2022 Q2	$409K	Hold	25,000	–	–	0.03%	115
2022 Q1	$514K	Hold	25,000	–	–	0.03%	114
2021 Q4	$632K	Hold	25,000	–	–	0.04%	108
2021 Q3	$553K	Hold	25,000	–	–	0.04%	103
2021 Q2	$486K	Hold	25,000	–	–	0.03%	109
2021 Q1	$530K	Buy	25,000 +15,000	+150%	+$317K	0.04%	104
2020 Q4	$202K	Buy	+10,000	New	+$174K	0.02%	143
2020 Q2	–	Sell	-10,000	Closed	-$118K	–	150
2020 Q1	$118K	Hold	10,000	–	–	0.01%	144
2019 Q4	$136K	Buy	+10,000	New	+$125K	0.01%	136

Other funds holding SONY

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Welch Group's SONY Position: Q3 2026 in Review

Welch Group held its Sony (SONY) position steady in Q3 2026 at 25,156 shares worth $592K. The position accounts for 0.02% of the portfolio, ranked #179.

Welch Group first reported a position in SONY in Q4 2019 and has held it in 25 quarters since. The position peaked at $730K in Q3 2025. 232 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

Welch Group held 25,156 shares of Sony worth $592K as of Q3 2026.
Welch Group left its Sony share count unchanged in Q3 2026.
Sony made up 0.02% of Welch Group's portfolio in Q3 2026, its #179 holding.
Welch Group first reported a position in Sony in Q4 2019 and has held it in 25 quarters since.
Welch Group's Sony position peaked at $730K in Q3 2025.
232 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.