Position in SONY
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$9,404,382
-$1,837,704 QoQ
Shares Held
454,318
+3.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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, 2026Live Oak Private Wealth LLC holds $28,902,306 across 2 Consumer Electronics names. SONY ranks #2 (32.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAPL |
Apple Inc.
|
76,827 | $19,497,924 | |
| 2 | SONY |
Sony Group Corp
This page
|
454,318 | $9,404,382 |
All Filings in SONY
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,404,382 | 454,318 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $11,242,086 | 439,144 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $12,905,059 | 448,248 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $11,696,528 | 449,348 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $11,403,207 | 449,122 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $8,522,063 | 402,744 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,588,750 | 82,259 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,388,218 | 81,708 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,368,856 | 79,826 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,441,541 | 76,119 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,249,104 | 75,786 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,356,308 | 75,317 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,347,294 | 74,313 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,060,200 | 69,494 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $809,925 | 63,226 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $944,508 | 57,754 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,111,959 | 54,131 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,123,493 | 44,442 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,013,664 | 45,834 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $839,961 | 43,199 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $734,119 | 34,625 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,498,969 | 74,133 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,124,817 | 73,278 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,032,871 | 74,705 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||