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 Q2	–	Sell	-145	Closed	-$3K	–	201
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 $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

Western Pacific Wealth Management's SONY Position: Q2 2026 in Review

Western Pacific Wealth Management sold out of Sony (SONY) in Q2 2026, closing a stake of 145 shares — an estimated $3K sold.

Western Pacific Wealth Management first reported a position in SONY in Q4 2021 and held it in 18 quarters. The position peaked at $4.17K in Q3 2025. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Western Pacific Wealth Management reported no remaining Sony position as of Q2 2026 after selling out during the quarter.
Western Pacific Wealth Management sold 145 Sony shares in Q2 2026, an estimated $3K.
Western Pacific Wealth Management first reported a position in Sony in Q4 2021 and held it in 18 quarters.
Western Pacific Wealth Management's Sony position peaked at $4.17K in Q3 2025.
739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.