Capital Investment Advisory Services’s Sony SONY Stock Holding History

Capital Investment Advisory Services’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	$261K	Sell	12,996 -126	-1%	-$2.66K	0.02%	630
2026 Q1	$272K	Buy	13,122 +95	+0.7%	+$2.13K	0.02%	540
2025 Q4	$333K	Sell	13,027 -62	-0.5%	-$1.74K	0.02%	477
2025 Q3	$377K	Buy	13,089 +112	+0.9%	+$3.01K	0.03%	427
2025 Q2	$338K	Hold	12,977	–	–	0.03%	426
2025 Q1	$329K	Buy	12,977 +392	+3%	+$9.06K	0.03%	412
2024 Q4	$266K	Buy	12,585 +45	+0.4%	+$877	0.03%	435
2024 Q3	$242K	Hold	12,540	–	–	0.02%	455
2024 Q2	$213K	Buy	12,540 +165	+1%	+$2.73K	0.02%	480
2024 Q1	$212K	Sell	12,375 -5	-0%	-$92	0.02%	469
2023 Q4	$234K	Buy	+12,380	New	+$215K	0.02%	452
2022 Q1	–	Sell	-9,505	Closed	-$240K	–	883
2021 Q4	$240K	Hold	9,505	–	–	0.03%	428
2021 Q3	$210K	Buy	+9,505	New	+$199K	0.03%	439
2021 Q2	–	Sell	-9,505	Closed	-$202K	–	803
2021 Q1	$202K	Buy	+9,505	New	+$201K	0.03%	421

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 Investment Advisory Services's SONY Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Sony (SONY) stake by 0.96% in Q2 2026, selling an estimated $2.66K and leaving 12,996 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #630.

Capital Investment Advisory Services first reported a position in SONY in Q1 2021 and has held it in 14 quarters since. The position peaked at $377K in Q3 2025. 743 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Capital Investment Advisory Services held 12,996 shares of Sony worth $261K as of Q2 2026.
Capital Investment Advisory Services sold 126 Sony shares in Q2 2026, an estimated $2.66K.
Sony made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #630 holding.
Capital Investment Advisory Services first reported a position in Sony in Q1 2021 and has held it in 14 quarters since.
Capital Investment Advisory Services's Sony position peaked at $377K in Q3 2025.
743 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.