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 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Wealth Planning's SONY Position: Q1 2026 in Review

Capital Wealth Planning sold out of Sony (SONY) in Q1 2026, closing a stake of 371,198 shares — an estimated $9.61M sold.

Capital Wealth Planning first reported a position in SONY in Q1 2023 and held it in 9 quarters. The position peaked at $10.6M in Q3 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Capital Wealth Planning reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
Capital Wealth Planning sold 371,198 Sony shares in Q1 2026, an estimated $9.61M.
Capital Wealth Planning first reported a position in Sony in Q1 2023 and held it in 9 quarters.
Capital Wealth Planning's Sony position peaked at $10.6M in Q3 2025.
737 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Capital Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.