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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

PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 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. 190 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.
  • 190 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.