CWP
SONY icon

Capital Wealth Planning’s Sony SONY Stock Holding History

Capital Wealth Planning’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 		– Sell
-371,198
Closed -$9.61M – 175
2025
Q4 		$9.61M Buy
371,198
+4,283
+1% +$120K 0.06% 70
2025
Q3 		$10.6M Buy
366,915
+70,561
+24% +$1.9M 0.07% 48
2025
Q2 		$7.71M Buy
296,354
+170,039
+135% +$4.26M 0.06% 44
2025
Q1 		$3.21M Buy
+126,315
New +$2.92M 0.03% 63
2024
Q2 		– Sell
-58,675
Closed -$1.01M – 147
2024
Q1 		$1.01M Sell
58,675
-9,595
-14% -$176K 0.01% 90
2023
Q4 		$1.29M Buy
68,270
+8,040
+13% +$139K 0.01% 75
2023
Q3 		$993K Buy
60,230
+29,605
+97% +$517K 0.01% 64
2023
Q2 		$551K Buy
30,625
+17,895
+141% +$336K 0.01% 89
2023
Q1 		$231K Buy
+12,730
New +$221K ﹤0.01% 131

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return