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Waldron Private Wealth LLC

SEC CIK
0001598180
Latest filing
Jul 20, 2026

SONY holding history

Sony Group Corp in every 13F filed by Waldron Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SONY overviewAll 13F holders of SONYFull Q2 2026 holdings

Shares (Q2 2026)
96,058
Value
$1.93M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of SONY by Waldron Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202696,058$1.93M0.1%+4,211+4.6%AddedHolders
Q1 202691,847$1.90M0.1%+322+0.4%AddedHolders
Q4 202591,525$2.34M0.1%00.0%UnchangedHolders
Q3 202591,525$2.64M0.1%00.0%UnchangedHolders
Q2 202591,525$2.38M0.1%−130−0.1%ReducedHolders
Q1 202591,655$2.33M0.1%−7,045−7.1%ReducedHolders
Q4 202498,700$2.09M0.1%00.0%UnchangedConverted for a 5-for-1 splitHolders
Q3 202419,763$1.91M0.1%+629+3.3%AddedHolders
Q2 202419,134$1.63M0.1%−240−1.2%ReducedHolders
Q1 202419,374$1.66M0.1%+20+0.1%AddedHolders
Q4 202319,354$1.83M0.1%+242+1.3%AddedHolders
Q3 202319,112$1.58M0.1%+46+0.2%AddedHolders
Q2 202319,066$1.72M0.1%+2,148+12.7%AddedHolders
Q1 202316,918$1.53M0.1%+6,738+66.2%AddedHolders
Q4 202210,180$652.0K<0.1%00.0%UnchangedHolders
Q3 202210,180$652.0K<0.1%+4,884+92.2%AddedHolders
Q2 20225,296$433.0K<0.1%−10.0%ReducedHolders
Q1 20225,297$544.0K<0.1%+70+1.3%AddedHolders
Q4 20215,227$660.0K<0.1%+34+0.7%AddedHolders
Q3 20215,193$574.0K<0.1%+13+0.3%AddedHolders
Q2 20215,180$503.0K<0.1%−349−6.3%ReducedHolders
Q1 20215,529$586.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.