SONY — SONY GROUP CORP

Ownership history in LHM, INC.  ·  4 quarters on record

This page tracks every 13F SEC filing in which LHM, INC. reported a position in SONY GROUP CORP (SONY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.92% (2025 Q2)
Avg. % of fund
0.62%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 29,509 -10,676 -26.6% 0.28% $755K $25.60
2025 Q3 REDUCED 40,185 -66,714 -62.4% 0.38% $1.2M $28.79
2025 Q2 UNCHANGED 106,899 — 0% 0.92% $2.8M $26.03
2025 Q1 INITIATED 106,899 — — 0.90% $2.7M $25.39
% of Fund (quarterly)    SONY price (monthly, adj. close)

Other funds also holding SONY

As of 2025 Q4 — sorted by position size

Foresight Global Investors, Inc. 9.69% Martin Investment Management, LLC 3Y 7Y 6.93% Minneapolis Portfolio Management Group, LLC 3Y 7Y 3.97% Pictet North America Advisors SA 3Y 7Y 3.74% Mondrian Investment Partners LTD 3Y 7Y 3.73% Henry James International Management Inc. 3Y 7Y 3.27% Rock Point Advisors, LLC 3Y 7Y 2.91% LATHROP INVESTMENT MANAGEMENT CO 3Y 7Y 2.81% Nixon Capital, LLC 3Y 2.51% Humankind Investments LLC 3Y 2.32%
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