Capital Analysts LLC’s Sony SONY Stock Holding History

Capital Analysts LLC’s Portfolio SONY Stock Details SONY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$23K	Sell	1,135 -365	-24%	-$8.18K	﹤0.01%	1103
2025 Q4	$39K	Hold	1,500	–	–	﹤0.01%	967
2025 Q3	$43K	Buy	1,500 +500	+50%	+$13.4K	﹤0.01%	921
2025 Q2	$26K	Sell	1,000 -170	-15%	-$4.25K	﹤0.01%	949
2025 Q1	$30K	Hold	1,170	–	–	﹤0.01%	905
2024 Q4	$25K	Hold	1,170	–	–	﹤0.01%	890
2024 Q3	$23K	Buy	+1,170	New	+$21.3K	﹤0.01%	882
2023 Q4	–	Sell	-35	Closed	-$1K	–	1205
2023 Q3	$1K	Buy	+35	New	+$611	﹤0.01%	1143
2022 Q4	–	Sell	-70	Closed	-$1K	–	1152
2022 Q3	$1K	Buy	+70	New	+$1.12K	﹤0.01%	1076

Other funds holding SONY

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Analysts LLC's SONY Position: Q1 2026 in Review

Capital Analysts LLC reduced its Sony (SONY) stake by 24% in Q1 2026, selling an estimated $8.18K and leaving 1,135 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

Capital Analysts LLC first reported a position in SONY in Q3 2022 and has held it in 9 quarters since. The position peaked at $43K in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Capital Analysts LLC held 1,135 shares of Sony worth $23K as of Q1 2026.
Capital Analysts LLC sold 365 Sony shares in Q1 2026, an estimated $8.18K.
Sony made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1103 holding.
Capital Analysts LLC first reported a position in Sony in Q3 2022 and has held it in 9 quarters since.
Capital Analysts LLC's Sony position peaked at $43K in Q3 2025.
733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.