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 Q2	$636K	Sell	31,700 -72,700	-70%	-$1.53M	﹤0.01%	1839
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 $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 Fund Management (CFM)'s SONY Position: Q2 2026 in Review

Capital Fund Management (CFM) reduced its Sony (SONY) stake by 77% in Q2 2026, selling an estimated $8.67M and leaving 123,804 shares worth $2.48M. The position accounts for 0.01% of the portfolio, ranked #1305.

Capital Fund Management (CFM) first reported a position in SONY in Q3 2013 and has held it in 36 quarters since. The position peaked at $19.5M in Q4 2024. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Capital Fund Management (CFM) held 123,804 shares of Sony worth $2.48M as of Q2 2026.
Capital Fund Management (CFM) sold 411,098 Sony shares in Q2 2026, an estimated $8.67M.
Sony made up 0.01% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #1305 holding.
Capital Fund Management (CFM) first reported a position in Sony in Q3 2013 and has held it in 36 quarters since.
Capital Fund Management (CFM)'s Sony position peaked at $19.5M in Q4 2024.
739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.