Capital Fund Management (CFM)’s Sony SONY Stock Holding History

Capital Fund Management (CFM)’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	$2.57M	Buy	124,200 +101,500	+447%	+$2.27M	0.01%	1236
2025 Q4	$581K	Sell	22,700 -3,800	-14%	-$107K	﹤0.01%	2182
2025 Q3	$763K	Buy	26,500 +1,400	+6%	+$37.6K	﹤0.01%	2196
2025 Q2	$653K	Buy	+25,100	New	+$628K	﹤0.01%	2135
2023 Q2	–	Sell	-63,000	Closed	-$1.14M	–	1876
2023 Q1	$1.14M	Sell	63,000 -122,500	-66%	-$2.12M	0.01%	1236
2022 Q4	$2.83M	Sell	185,500 -58,000	-24%	-$866K	0.02%	824
2022 Q3	$3.12M	Buy	+243,500	New	+$3.9M	0.02%	707
2022 Q1	–	Sell	-140,500	Closed	-$3.55M	–	1761
2021 Q4	$3.55M	Sell	140,500 -34,000	-19%	-$810K	0.03%	769
2021 Q3	$3.86M	Sell	174,500 -175,500	-50%	-$3.67M	0.03%	676
2021 Q2	$6.81M	Sell	350,000 -577,500	-62%	-$11.7M	0.05%	453
2021 Q1	$19.7M	Buy	927,500 +868,000	+1,459%	+$18.3M	0.22%	127
2020 Q4	$1.2M	Buy	+59,500	New	+$1.03M	0.01%	941
2018 Q2	–	Sell	-28,000	Closed	-$271K	–	2252
2018 Q1	$271K	Sell	28,000 -88,000	-76%	-$867K	﹤0.01%	1662
2017 Q4	$1.04M	Buy	+116,000	New	+$996K	0.01%	1207
2014 Q1	–	Sell	-539,500	Closed	-$1.87M	–	1935
2013 Q4	$1.87M	Sell	539,500 -261,500	-33%	-$966K	0.02%	728
2013 Q3	$3.45M	Buy	801,000 +267,000	+50%	+$1.13M	0.05%	464
2013 Q2	$2.26M	Buy	+534,000	New	+$2.01M	0.03%	593

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 Fund Management (CFM)'s SONY Position: Q1 2026 in Review

Capital Fund Management (CFM) increased its Sony (SONY) stake by 19% in Q1 2026, buying an estimated $1.94M and bringing the position to 534,902 shares worth $11.1M. The position accounts for 0.05% of the portfolio, ranked #511.

Capital Fund Management (CFM) first reported a position in SONY in Q3 2013 and has held it in 35 quarters since. The position peaked at $19.5M in Q4 2024. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Capital Fund Management (CFM) held 534,902 shares of Sony worth $11.1M as of Q1 2026.
Capital Fund Management (CFM) bought 86,594 Sony shares in Q1 2026, an estimated $1.94M.
Sony made up 0.05% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #511 holding.
Capital Fund Management (CFM) first reported a position in Sony in Q3 2013 and has held it in 35 quarters since.
Capital Fund Management (CFM)'s Sony position peaked at $19.5M in Q4 2024.
733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.