Position in SONY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,154,503
+$488,817 QoQ
Shares Held
107,403
+33.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#188
of 739 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SONY Over Time
Shares Held
Position Value (USD)
Position in Consumer Electronics
Technology · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $128,639,281 across 3 Consumer Electronics names. SONY ranks #2 (1.7% of the industry book) .
All Filings in SONY
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,154,503 | 107,403 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,665,686 | 80,468 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,850,009 | 72,266 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $1,927,605 | 66,954 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $1,638,744 | 62,956 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,218,973 | 48,010 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $997,207 | 47,127 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $813,119 | 8,420 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $568,910 | 6,697 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $662,598 | 7,728 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $741,422 | 7,830 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $606,866 | 7,364 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $697,449 | 7,746 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $682,050 | 7,524 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $492,082 | 6,451 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $289,057 | 4,513 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $459,791 | 5,623 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $472,055 | 4,596 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $522,916 | 4,137 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $415,559 | 3,758 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $352,519 | 3,626 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $368,384 | 3,475 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $299,256 | 2,960 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||