CapWealth Advisors
SONY icon

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
Q3 		$16.1M Buy
683,884
+21,730
+3% +$498K 1.22% 36
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 		$9.8M 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 		$7.06M 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 		$6.64M 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

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

CapWealth Advisors's SONY Position: Q3 2026 in Review

CapWealth Advisors increased its Sony (SONY) stake by 3.3% in Q3 2026, buying an estimated $498K and bringing the position to 683,884 shares worth $16.1M. The position accounts for 1.22% of the portfolio, ranked #36.

CapWealth Advisors first reported a position in SONY in Q2 2019 and has held it in 30 quarters since. 165 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

  • CapWealth Advisors held 683,884 shares of Sony worth $16.1M as of Q3 2026.
  • CapWealth Advisors bought 21,730 Sony shares in Q3 2026, an estimated $498K.
  • Sony made up 1.22% of CapWealth Advisors's portfolio in Q3 2026, its #36 holding.
  • CapWealth Advisors first reported a position in Sony in Q2 2019 and has held it in 30 quarters since.
  • 165 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on CapWealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.