Position in SONY
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$17,199,816
-$3,653,508 QoQ
Shares Held
830,909
+2.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
3.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SONY Over Time
Shares Held
Position Value (USD)
Position in Consumer Electronics
Technology · as of Mar 31, 2026CABOT WEALTH MANAGEMENT INC holds $54,650,844 across 2 Consumer Electronics names. SONY ranks #2 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAPL |
Apple Inc.
|
147,567 | $37,451,028 | |
| 2 | SONY |
Sony Group Corp
This page
|
830,909 | $17,199,816 |
All Filings in SONY
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,199,816 | 830,909 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $20,853,324 | 814,583 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $23,703,123 | 823,311 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $21,889,017 | 840,915 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $21,546,614 | 848,626 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $18,047,639 | 852,913 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,202,087 | 165,791 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,788,008 | 164,097 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,796,495 | 163,080 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,078,163 | 162,539 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,684,093 | 162,850 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $2,869,502 | 159,346 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,846,283 | 156,993 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,392,705 | 156,837 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,131,622 | 166,403 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $2,663,150 | 162,844 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,307,077 | 160,991 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $4,000,812 | 158,260 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $3,442,709 | 155,666 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $2,930,502 | 150,715 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $3,013,609 | 142,138 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $3,623,646 | 179,211 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,798,504 | 182,313 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,610,874 | 188,838 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,293,284 | 193,755 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||