American Trust Investment Advisors, LLC / SONY
American Trust Investment Advisors, LLC’s Sony Group Corp Position
Does American Trust Investment Advisors, LLC own Sony Group Corp (SONY)? Yes — 228.1K shares worth $5M (+2.61% of its 13F portfolio) as of Q1 2026, up from 222.4K shares the prior filed quarter.
Position Value
$5M
Q1 2026
Shares
228.1K
% of Portfolio
+2.61%
Quarters Held
30
currently held
Position History SONY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 228.1K | $5M | +2.61% |
| Q4 2025 | 222.4K | $6M | +3.04% |
| Q3 2025 | 217.5K | $6M | +3.23% |
| Q2 2025 | 226.2K | $6M | +2.97% |
| Q1 2025 | 282.6K | $7M | +3.00% |
| Q4 2024 | 286.6K | $6M | +2.49% |
| Q3 2024 | 56.2K | $5M | +2.22% |
| Q2 2024 | 50.3K | $4M | +2.08% |
| Q1 2024 | 49.3K | $4M | +2.02% |
| Q4 2023 | 49.3K | $5M | +2.43% |
| Q3 2023 | 47.9K | $4M | +2.18% |
| Q2 2023 | 44.9K | $4M | +2.27% |
| Q1 2023 | 44.7K | $4M | +2.44% |
| Q4 2022 | 44.6K | $3M | +2.16% |
| Q3 2022 | 44.4K | $3M | +1.83% |
| Q2 2022 | 44.3K | $4M | +2.27% |
| Q1 2022 | 44.5K | $5M | +2.35% |
| Q4 2021 | 46.4K | $6M | +2.92% |
| Q3 2021 | 46.4K | $5M | +2.89% |
| Q2 2021 | 47.4K | $5M | +2.47% |
| Q1 2021 | 48.2K | $5M | +2.98% |
| Q4 2020 | 84.6K | $9M | +5.30% |
| Q3 2020 | 86.5K | $7M | +4.80% |
| Q2 2020 | 86.7K | $6M | +4.85% |
| Q1 2020 | 86.6K | $5M | +5.17% |
| Q4 2019 | 87.5K | $6M | +4.33% |
| Q3 2019 | 88.3K | $5M | +4.01% |
| Q2 2019 | 87.8K | $5M | +3.57% |
| Q1 2019 | 87.4K | $4M | +2.84% |
| Q4 2018 | 87.3K | $4M | +3.73% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See American Trust Investment Advisors, LLC’s full portfolio or all institutional holders of SONY.