Western Pacific Wealth Management’s Sony SONY Stock Holding History

Western Pacific Wealth Management’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 Q1	$3K	Hold	145	–	–	﹤0.01%	172
2025 Q4	$3.71K	Hold	145	–	–	﹤0.01%	162
2025 Q3	$4.17K	Hold	145	–	–	﹤0.01%	171
2025 Q2	$3.77K	Hold	145	–	–	﹤0.01%	177
2025 Q1	$3.68K	Hold	145	–	–	﹤0.01%	178
2024 Q4	$3.07K	Hold	145	–	–	﹤0.01%	188
2024 Q3	$2.8K	Hold	145	–	–	﹤0.01%	232
2024 Q2	$2.46K	Hold	145	–	–	﹤0.01%	206
2024 Q1	$2.49K	Hold	145	–	–	﹤0.01%	239
2023 Q4	$2.75K	Hold	145	–	–	﹤0.01%	216
2023 Q3	$2.39K	Hold	145	–	–	﹤0.01%	246
2023 Q2	$2.61K	Hold	145	–	–	﹤0.01%	253
2023 Q1	$2.63K	Hold	145	–	–	﹤0.01%	263
2022 Q4	$2.21K	Hold	145	–	–	﹤0.01%	261
2022 Q3	$1K	Hold	145	–	–	﹤0.01%	228
2022 Q2	$2K	Hold	145	–	–	﹤0.01%	178
2022 Q1	$2K	Hold	145	–	–	﹤0.01%	201
2021 Q4	$3K	Buy	+145	New	+$3.45K	﹤0.01%	198

Other funds holding SONY

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Western Pacific Wealth Management's SONY Position: Q1 2026 in Review

Western Pacific Wealth Management held its Sony (SONY) position steady in Q1 2026 at 145 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #172.

Western Pacific Wealth Management first reported a position in SONY in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.17K in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Western Pacific Wealth Management held 145 shares of Sony worth $3K as of Q1 2026.
Western Pacific Wealth Management left its Sony share count unchanged in Q1 2026.
Sony made up ﹤0.01% of Western Pacific Wealth Management's portfolio in Q1 2026, its #172 holding.
Western Pacific Wealth Management first reported a position in Sony in Q4 2021 and has held it in 18 quarters since.
Western Pacific Wealth Management's Sony position peaked at $4.17K in Q3 2025.
733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.