Position in SONY
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$12,807,876
-$2,219,452 QoQ
Shares Held
618,738
+5.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.94462599678701.ToString("F0")%
Shared 0.ToString("F0")%
None 1.0553740032129917.ToString("F0")%
Common Shares in SONY Over Time
Shares Held
Position Value (USD)
Position in Consumer Electronics
Technology · as of Mar 31, 2026CapWealth Advisors, LLC holds $31,059,437 across 2 Consumer Electronics names. SONY ranks #2 (41.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAPL |
Apple Inc.
|
71,916 | $18,251,561 | |
| 2 | SONY |
Sony Group Corp
This page
|
618,738 | $12,807,876 |
All Filings in SONY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,807,876 | 618,738 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $15,027,328 | 587,005 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $15,903,883 | 552,410 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $14,746,515 | 566,520 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $14,203,927 | 559,430 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $11,059,803 | 522,675 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,965,624 | 101,772 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,692,271 | 99,604 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,703,979 | 99,369 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,864,218 | 98,438 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,607,390 | 97,524 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,704,349 | 94,644 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,723,238 | 95,049 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,704,690 | 111,739 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,412,904 | 110,297 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,787,263 | 109,286 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,207,566 | 107,466 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,723,262 | 107,724 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,415,222 | 109,207 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,113,523 | 108,698 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,248,111 | 106,033 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $2,193,627 | 108,488 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $1,707,764 | 111,255 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,586,450 | 114,744 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,326,981 | 112,114 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||