Position in SONY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$837,459
-$310,496 QoQ
Shares Held
40,457
-9.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
13 quarters on record
Voting authority
Sole 94.06530390290926.ToString("F0")%
Shared 0.ToString("F0")%
None 5.934696097090739.ToString("F0")%
Common Shares in SONY Over Time
Shares Held
Position Value (USD)
Position in Consumer Electronics
Technology · as of Mar 31, 2026EP Wealth Advisors, LLC holds $583,709,485 across 3 Consumer Electronics names. SONY ranks #2 (0.1% of the industry book) .
All Filings in SONY
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $837,459 | 40,457 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,147,955 | 44,842 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,236,971 | 47,521 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,170,783 | 46,112 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,034,152 | 48,873 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $178,171 | 9,225 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $158,261 | 9,315 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $132,434 | 7,723 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $141,391 | 7,466 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $122,345 | 7,423 | Shares | Sole | 2023-11-24 | |
| 2022-06-30 | $44,826 | 2,741 | Shares | Sole | 2022-08-11 | |
| 2021-03-31 | $44,354 | 2,092 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $42,401 | 2,097 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||