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 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%	+$5.83K	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

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

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

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Welch Group's SONY Position: Q2 2026 in Review

Welch Group held its Sony (SONY) position steady in Q2 2026 at 25,156 shares worth $505K. The position accounts for 0.02% of the portfolio, ranked #187.

Welch Group first reported a position in SONY in Q4 2019 and has held it in 24 quarters since. The position peaked at $730K in Q3 2025. 254 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Welch Group held 25,156 shares of Sony worth $505K as of Q2 2026.
Welch Group left its Sony share count unchanged in Q2 2026.
Sony made up 0.02% of Welch Group's portfolio in Q2 2026, its #187 holding.
Welch Group first reported a position in Sony in Q4 2019 and has held it in 24 quarters since.
Welch Group's Sony position peaked at $730K in Q3 2025.
254 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.