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	$2.16M	Buy	+104,400	New	+$2.34M	0.01%	1319
2023 Q1	–	Sell	-228,000	Closed	-$3.48M	–	1719
2022 Q4	$3.48M	Buy	228,000 +139,000	+156%	+$2.08M	0.02%	756
2022 Q3	$1.14M	Buy	+89,000	New	+$1.43M	0.01%	1043
2021 Q3	–	Sell	-137,000	Closed	-$2.66M	–	1767
2021 Q2	$2.66M	Sell	137,000 -271,000	-66%	-$5.49M	0.02%	822
2021 Q1	$8.65M	Buy	408,000 +272,500	+201%	+$5.76M	0.1%	266
2020 Q4	$2.74M	Buy	+135,500	New	+$2.36M	0.03%	676
2018 Q2	–	Sell	-34,500	Closed	-$334K	–	2253
2018 Q1	$334K	Sell	34,500 -72,000	-68%	-$709K	﹤0.01%	1607
2017 Q4	$957K	Buy	+106,500	New	+$915K	0.01%	1235
2014 Q2	–	Sell	-60,000	Closed	-$229K	–	1912
2014 Q1	$229K	Sell	60,000 -356,500	-86%	-$1.23M	﹤0.01%	1577
2013 Q4	$1.44M	Sell	416,500 -16,000	-4%	-$59.1K	0.02%	821
2013 Q3	$1.86M	Sell	432,500 -807,000	-65%	-$3.42M	0.03%	668
2013 Q2	$5.25M	Buy	+1,239,500	New	+$4.65M	0.08%	329

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.