Wellington Management Group’s Sony SONY Stock Holding History

Wellington Management 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	$10.2M	Buy	+510,066	New	+$10.8M	﹤0.01%	1291
2025 Q4	–	Sell	-188,329	Closed	-$5.42M	–	2065
2025 Q3	$5.42M	Buy	188,329 +36,661	+24%	+$986K	﹤0.01%	1426
2025 Q2	$3.95M	Sell	151,668 -2,956,050	-95%	-$74M	﹤0.01%	1433
2025 Q1	$78.9M	Buy	+3,107,718	New	+$71.8M	0.02%	568
2015 Q2	–	Sell	-765,625	Closed	-$4.1M	–	2216
2015 Q1	$4.1M	Sell	765,625 -108,375	-12%	-$547K	﹤0.01%	1509
2014 Q4	$3.58M	Buy	+874,000	New	+$3.45M	﹤0.01%	1540

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Wellington Management Group's SONY Position: Q2 2026 in Review

Wellington Management Group opened a new position in Sony (SONY) in Q2 2026: 510,066 shares worth $10.2M. The stake represents ﹤0.01% of the portfolio and ranks #1291 among its holdings. This is a return to the name: Wellington Management Group previously reported a position in SONY as recently as Q3 2025.

Wellington Management Group first reported a position in SONY in Q4 2014 and has held it in 6 quarters since. The position peaked at $78.9M in Q1 2025. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Wellington Management Group held 510,066 shares of Sony worth $10.2M as of Q2 2026.
Sony was a new Wellington Management Group position in Q2 2026.
Sony made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1291 holding.
Wellington Management Group first reported a position in Sony in Q4 2014 and has held it in 6 quarters since.
Wellington Management Group's Sony position peaked at $78.9M in Q1 2025.
739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.