CapWealth Advisors, LLC

Position in SONY — Sony Group Corp

CIK 1531809 FRANKLIN, TN

Position in SONY

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$13,282,809

+$474,933 QoQ

Shares Held

662,154

+7.0% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

1.15%

of 13F equity value

Holder Rank

#67

of 737 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Technology · as of Jun 30, 2026

CapWealth Advisors, LLC holds $33,250,095 across 2 Consumer Electronics names. SONY ranks #2 (39.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AAPL	Apple Inc.	69,005	$19,967,286
2	SONY	Sony Group Corp This page	662,154	$13,282,809

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,282,809	662,154	+7.0%	Shares	Sole	2026-07-28
2026-03-31	$12,807,876	618,738	+5.4%	Shares	Sole	2026-05-05
2025-12-31	$15,027,328	587,005	+6.3%	Shares	Sole	2026-02-06
2025-09-30	$15,903,883	552,410	-2.5%	Shares	Sole	2026-02-06
2025-06-30	$14,746,515	566,520	+1.3%	Shares	Sole	2025-07-29
2025-03-31	$14,203,927	559,430	+7.0%	Shares	Sole	2025-04-30
2024-12-31	$11,059,803	522,675	+413.6%	Shares	Sole	2025-01-30
2024-09-30	$9,828,122	101,772	+2.2%	Shares	Sole	2024-10-31
2024-06-30	$8,461,359	99,604	+0.2%	Shares	Sole	2024-08-05
2024-03-31	$8,519,898	99,369	+0.9%	Shares	Sole	2024-05-03
2023-12-31	$9,321,094	98,438	+0.9%	Shares	Sole	2024-01-31
2023-09-30	$8,036,952	97,524	+3.0%	Shares	Sole	2023-11-01
2023-06-30	$8,521,745	94,644	-0.4%	Shares	Sole	2023-08-07
2023-03-31	$8,616,191	95,049	-14.9%	Shares	Sole	2023-05-02
2022-12-31	$8,523,450	111,739	+1.3%	Shares	Sole	2023-02-01
2022-09-30	$7,064,522	110,297	+0.9%	Shares	Sole	2022-11-02
2022-06-30	$8,936,316	109,286	+1.7%	Shares	Sole	2022-08-05
2022-03-31	$11,037,832	107,466	-0.2%	Shares	Sole	2022-05-04
2021-12-31	$13,616,313	107,724	-1.4%	Shares	Sole	2022-02-10
2021-09-30	$12,076,110	109,207	+0.5%	Shares	Sole	2021-11-09
2021-06-30	$10,567,619	108,698	+2.5%	Shares	Sole	2021-08-10
2021-03-31	$11,240,558	106,033	-2.3%	Shares	Sole	2021-05-03
2020-12-31	$10,968,136	108,488	-2.5%	Shares	Sole	2021-02-17
2020-09-30	$8,538,821	111,255	-3.0%	Shares	Sole	2020-11-12
2020-06-30	$7,932,252	114,744	+2.3%	Shares	Sole	2020-08-12
2020-03-31	$6,634,906	112,114	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.