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 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 $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

Williams Jones Wealth Management's SONY Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its Sony (SONY) stake by 11% in Q1 2026, selling an estimated $76.5K and leaving 27,846 shares worth $576K. The position accounts for 0.01% of the portfolio, ranked #331.

Williams Jones Wealth Management first reported a position in SONY in Q2 2022 and has held it in 16 quarters since. The position peaked at $898K in Q3 2025. 734 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Williams Jones Wealth Management held 27,846 shares of Sony worth $576K as of Q1 2026.
Williams Jones Wealth Management sold 3,415 Sony shares in Q1 2026, an estimated $76.5K.
Sony made up 0.01% of Williams Jones Wealth Management's portfolio in Q1 2026, its #331 holding.
Williams Jones Wealth Management first reported a position in Sony in Q2 2022 and has held it in 16 quarters since.
Williams Jones Wealth Management's Sony position peaked at $898K in Q3 2025.
734 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.