Wilkinson Global Asset Management’s Sony SONY Stock Holding History

Wilkinson Global Asset 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	$275K	Hold	13,730	–	–	0.02%	58
2026 Q1	$284K	Sell	13,730 -2,000	-13%	-$44.8K	0.02%	55
2025 Q4	$403K	Buy	15,730 +400	+3%	+$11.2K	0.03%	51
2025 Q3	$441K	Hold	15,330	–	–	0.03%	49
2025 Q2	$399K	Buy	15,330 +1,680	+12%	+$42K	0.03%	52
2025 Q1	$347K	Hold	13,650	–	–	0.02%	61
2024 Q4	$289K	Hold	13,650	–	–	0.02%	72
2024 Q3	$264K	Hold	13,650	–	–	0.02%	74
2024 Q2	$232K	Hold	13,650	–	–	0.01%	76
2024 Q1	$234K	Buy	+13,650	New	+$251K	0.01%	81
2023 Q4	–	Sell	-13,800	Closed	-$227K	–	94
2023 Q3	$227K	Hold	13,800	–	–	0.02%	86
2023 Q2	$249K	Hold	13,800	–	–	0.02%	84
2023 Q1	$250K	Hold	13,800	–	–	0.02%	84
2022 Q4	$211K	Buy	+13,800	New	+$206K	0.02%	92
2022 Q3	–	Sell	-13,800	Closed	-$226K	–	95
2022 Q2	$226K	Sell	13,800 -17,000	-55%	-$301K	0.02%	82
2022 Q1	$633K	Hold	30,800	–	–	0.04%	56
2021 Q4	$779K	Hold	30,800	–	–	0.04%	58
2021 Q3	$681K	Buy	30,800 +1,900	+7%	+$39.8K	0.04%	60
2021 Q2	$562K	Buy	28,900 +875	+3%	+$17.7K	0.03%	64
2021 Q1	$594K	Buy	+28,025	New	+$592K	0.04%	62

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

Wilkinson Global Asset Management's SONY Position: Q2 2026 in Review

Wilkinson Global Asset Management held its Sony (SONY) position steady in Q2 2026 at 13,730 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #58.

Wilkinson Global Asset Management first reported a position in SONY in Q1 2021 and has held it in 20 quarters since. The position peaked at $779K in Q4 2021. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Wilkinson Global Asset Management held 13,730 shares of Sony worth $275K as of Q2 2026.
Wilkinson Global Asset Management left its Sony share count unchanged in Q2 2026.
Sony made up 0.02% of Wilkinson Global Asset Management's portfolio in Q2 2026, its #58 holding.
Wilkinson Global Asset Management first reported a position in Sony in Q1 2021 and has held it in 20 quarters since.
Wilkinson Global Asset Management's Sony position peaked at $779K in Q4 2021.
737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Wilkinson Global Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.