Advisors Capital Management’s Sony SONY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-9,794
Closed -$251K 595
2025
Q4
$251K Buy
9,794
+431
+5% +$12.1K ﹤0.01% 519
2025
Q3
$270K Buy
9,363
+1,420
+18% +$38.2K ﹤0.01% 490
2025
Q2
$207K Buy
+7,943
New +$199K ﹤0.01% 504

Other funds holding SONY

Advisors Capital Management's SONY Position: Q1 2026 in Review

Advisors Capital Management sold out of Sony (SONY) in Q1 2026, closing a stake of 9,794 shares — an estimated $251K sold.

Advisors Capital Management first reported a position in SONY in Q2 2025 and held it in 3 quarters. The position peaked at $270K in Q3 2025. 736 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Advisors Capital Management reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • Advisors Capital Management sold 9,794 Sony shares in Q1 2026, an estimated $251K.
  • Advisors Capital Management first reported a position in Sony in Q2 2025 and held it in 3 quarters.
  • Advisors Capital Management's Sony position peaked at $270K in Q3 2025.
  • 736 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Advisors Capital Management's 13F filing for Q1 2026, filed 1 May 2026.