Capwealth Advisors, LLC / SONY
Capwealth Advisors, LLC’s Sony Group Corp Position
Does Capwealth Advisors, LLC own Sony Group Corp (SONY)? Yes — 618.7K shares worth $13M (+0.95% of its 13F portfolio) as of Q1 2026, up from 587.0K shares the prior filed quarter.
Position Value
$13M
Q1 2026
Shares
618.7K
% of Portfolio
+0.95%
Quarters Held
28
currently held
Position History SONY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 618.7K | $13M | +0.95% |
| Q4 2025 | 587.0K | $15M | +1.03% |
| Q3 2025 | 1.10M | $32M | +1.24% |
| Q2 2025 | 566.5K | $15M | +1.45% |
| Q1 2025 | 559.4K | $14M | +1.54% |
| Q4 2024 | 522.7K | $11M | +1.21% |
| Q3 2024 | 101.8K | $10M | +1.07% |
| Q2 2024 | 99.6K | $8M | +1.07% |
| Q1 2024 | 99.4K | $9M | +0.96% |
| Q4 2023 | 98.4K | $9M | +1.14% |
| Q3 2023 | 97.5K | $8M | +1.03% |
| Q2 2023 | 94.6K | $9M | +1.04% |
| Q1 2023 | 95.0K | $9M | +1.07% |
| Q4 2022 | 111.7K | $9M | +1.00% |
| Q3 2022 | 110.3K | $7M | +0.93% |
| Q2 2022 | 109.3K | $9M | +1.08% |
| Q1 2022 | 107.5K | $11M | +1.13% |
| Q4 2021 | 107.7K | $14M | +1.39% |
| Q3 2021 | 109.2K | $12M | +1.32% |
| Q2 2021 | 108.7K | $11M | +1.15% |
| Q1 2021 | 106.0K | $11M | +1.28% |
| Q4 2020 | 108.5K | $11M | +1.31% |
| Q3 2020 | 111.3K | $9M | +1.14% |
| Q2 2020 | 114.7K | $8M | +1.12% |
| Q1 2020 | 112.1K | $7M | +1.17% |
| Q4 2019 | 122.4K | $8M | +1.05% |
| Q3 2019 | 125.0K | $7M | +0.98% |
| Q2 2019 | 114.1K | $6M | +0.85% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capwealth Advisors, LLC’s full portfolio or all institutional holders of SONY.