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CapWealth Advisors’s Sony SONY Stock Holding History

CapWealth Advisors’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 		$13.3M Buy
662,154
+43,416
+7% +$915K 0.91% 42
2026
Q1 		$12.8M Buy
618,738
+31,733
+5% +$711K 0.95% 41
2025
Q4 		$15M Buy
587,005
+34,595
+6% +$971K 1.03% 37
2025
Q3 		$15.9M Sell
552,410
-14,110
-2% -$379K 1.1% 36
2025
Q2 		$14.7M Buy
566,520
+7,090
+1% +$177K 1.45% 32
2025
Q1 		$14.2M Buy
559,430
+36,755
+7% +$849K 1.54% 29
2024
Q4 		$11.1M Buy
522,675
+13,815
+3% +$269K 1.21% 32
2024
Q3 		$9.83M Buy
508,860
+10,840
+2% +$198K 1.07% 38
2024
Q2 		$8.46M Buy
498,020
+1,175
+0.2% +$19.4K 1.07% 38
2024
Q1 		$8.52M Buy
496,845
+4,655
+0.9% +$85.6K 0.96% 40
2023
Q4 		$9.32M Buy
492,190
+4,570
+0.9% +$79.3K 1.14% 35
2023
Q3 		$8.04M Buy
487,620
+14,400
+3% +$251K 1.03% 38
2023
Q2 		$8.52M Sell
473,220
-2,025
-0.4% -$38K 1.04% 39
2023
Q1 		$8.62M Sell
475,245
-83,450
-15% -$1.45M 1.07% 38
2022
Q4 		$8.52M Buy
558,695
+7,210
+1% +$108K 1% 37
2022
Q3 		$7.07M Buy
551,485
+5,055
+0.9% +$81K 0.93% 43
2022
Q2 		$8.94M Buy
546,430
+9,100
+2% +$161K 1.08% 39
2022
Q1 		$11M Sell
537,330
-1,290
-0.2% -$28K 1.13% 37
2021
Q4 		$13.6M Sell
538,620
-7,415
-1% -$177K 1.39% 30
2021
Q3 		$12.1M Buy
546,035
+2,545
+0.5% +$53.3K 1.32% 31
2021
Q2 		$10.6M Buy
543,490
+13,325
+3% +$270K 1.15% 38
2021
Q1 		$11.2M Sell
530,165
-12,275
-2% -$259K 1.28% 35
2020
Q4 		$11M Sell
542,440
-13,835
-2% -$241K 1.31% 35
2020
Q3 		$8.54M Sell
556,275
-17,445
-3% -$271K 1.14% 37
2020
Q2 		$7.93M Buy
573,720
+13,150
+2% +$171K 1.12% 35
2020
Q1 		$6.63M Sell
560,570
-51,625
-8% -$677K 1.17% 35
2019
Q4 		$8.33M Sell
612,195
-13,005
-2% -$162K 1.05% 40
2019
Q3 		$7.39M Buy
625,200
+54,875
+10% +$620K 0.98% 40
2019
Q2 		$5.98M Buy
+570,325
New +$5.6M 0.85% 43

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

CapWealth Advisors's SONY Position: Q2 2026 in Review

CapWealth Advisors increased its Sony (SONY) stake by 7% in Q2 2026, buying an estimated $915K and bringing the position to 662,154 shares worth $13.3M. The position accounts for 0.91% of the portfolio, ranked #42.

CapWealth Advisors first reported a position in SONY in Q2 2019 and has held it in 29 quarters since. The position peaked at $15.9M in Q3 2025. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • CapWealth Advisors held 662,154 shares of Sony worth $13.3M as of Q2 2026.
  • CapWealth Advisors bought 43,416 Sony shares in Q2 2026, an estimated $915K.
  • Sony made up 0.91% of CapWealth Advisors's portfolio in Q2 2026, its #42 holding.
  • CapWealth Advisors first reported a position in Sony in Q2 2019 and has held it in 29 quarters since.
  • CapWealth Advisors's Sony position peaked at $15.9M in Q3 2025.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on CapWealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.