Williams Jones Wealth Management’s Sony SONY Stock Holding History

Williams Jones 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	$543K	Sell	27,080 -766	-3%	-$16.1K	0.01%	357
2026 Q1	$576K	Sell	27,846 -3,415	-11%	-$76.5K	0.01%	331
2025 Q4	$800K	Buy	31,261 +56	+0.2%	+$1.57K	0.01%	289
2025 Q3	$898K	Hold	31,205	–	–	0.01%	263
2025 Q2	$812K	Hold	31,205	–	–	0.01%	281
2025 Q1	$792K	Hold	31,205	–	–	0.01%	269
2024 Q4	$660K	Sell	31,205 -150	-0.5%	-$2.92K	0.01%	302
2024 Q3	$606K	Hold	31,355	–	–	0.01%	321
2024 Q2	$533K	Hold	31,355	–	–	0.01%	335
2024 Q1	$538K	Hold	31,355	–	–	0.01%	342
2023 Q4	$594K	Hold	31,355	–	–	0.01%	314
2023 Q3	$517K	Sell	31,355 -10	-0%	-$175	0.01%	335
2023 Q2	$565K	Hold	31,365	–	–	0.01%	320
2023 Q1	$569K	Sell	31,365 -85	-0.3%	-$1.47K	0.01%	344
2022 Q4	$480K	Buy	31,450 +80	+0.3%	+$1.2K	0.01%	363
2022 Q3	$402K	Sell	31,370 -150	-0.5%	-$2.4K	0.01%	394
2022 Q2	$515K	Buy	+31,520	New	+$558K	0.01%	357

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

Williams Jones Wealth Management's SONY Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Sony (SONY) stake by 2.8% in Q2 2026, selling an estimated $16.1K and leaving 27,080 shares worth $543K. The position accounts for 0.01% of the portfolio, ranked #357.

Williams Jones Wealth Management first reported a position in SONY in Q2 2022 and has held it in 17 quarters since. The position peaked at $898K in Q3 2025. 742 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Williams Jones Wealth Management held 27,080 shares of Sony worth $543K as of Q2 2026.
Williams Jones Wealth Management sold 766 Sony shares in Q2 2026, an estimated $16.1K.
Sony made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #357 holding.
Williams Jones Wealth Management first reported a position in Sony in Q2 2022 and has held it in 17 quarters since.
Williams Jones Wealth Management's Sony position peaked at $898K in Q3 2025.
742 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.