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 Q2	$24K	Buy	1,168 +33	+3%	+$696	﹤0.01%	1134
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 $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Capital Analysts LLC's SONY Position: Q2 2026 in Review

Capital Analysts LLC increased its Sony (SONY) stake by 2.9% in Q2 2026, buying an estimated $696 and bringing the position to 1,168 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

Capital Analysts LLC first reported a position in SONY in Q3 2022 and has held it in 10 quarters since. The position peaked at $43K in Q3 2025. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Capital Analysts LLC held 1,168 shares of Sony worth $24K as of Q2 2026.
Capital Analysts LLC bought 33 Sony shares in Q2 2026, an estimated $696.
Sony made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1134 holding.
Capital Analysts LLC first reported a position in Sony in Q3 2022 and has held it in 10 quarters since.
Capital Analysts LLC's Sony position peaked at $43K in Q3 2025.
739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.