Position in SONY
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$17,133,887
-$65,929 QoQ
Shares Held
854,132
+2.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
3.25%
of 13F equity value
Holder Rank
#54
of 737 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in SONY Over Time
Shares Held
Position Value (USD)
Position in Consumer Electronics
Technology · as of Jun 30, 2026CABOT WEALTH MANAGEMENT INC holds $58,452,758 across 2 Consumer Electronics names. SONY ranks #2 (29.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAPL |
Apple Inc.
|
142,794 | $41,318,871 | |
| 2 | SONY |
Sony Group Corp
This page
|
854,132 | $17,133,887 |
All Filings in SONY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,133,887 | 854,132 | Shares | Sole | 2026-07-31 | |
| 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 | $16,010,436 | 165,791 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $13,940,040 | 164,097 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $13,982,479 | 163,080 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $15,390,817 | 162,539 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $13,420,468 | 162,850 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $14,347,513 | 159,346 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $14,231,415 | 156,993 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $11,963,526 | 156,837 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $10,658,112 | 166,403 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $13,315,753 | 162,844 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $16,535,385 | 160,991 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $20,004,064 | 158,260 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $17,213,546 | 155,666 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $14,652,512 | 150,715 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $15,068,049 | 142,138 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $18,118,232 | 179,211 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $13,992,522 | 182,313 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $13,054,370 | 188,838 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $11,466,420 | 193,755 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||