AWM
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AE Wealth Management’s Sonoco SON Stock Holding History

AE Wealth Management’s Portfolio SON Stock Details SON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$570K Buy
10,540
+59
+0.6% +$3.04K ﹤0.01% 1044
2025
Q4 		$457K Sell
10,481
-1,979
-16% -$81.9K ﹤0.01% 1097
2025
Q3 		$537K Sell
12,460
-55
-0.4% -$2.54K ﹤0.01% 948
2025
Q2 		$545K Sell
12,515
-221,957
-95% -$9.93M ﹤0.01% 896
2025
Q1 		$11.1M Buy
234,472
+26,571
+13% +$1.26M 0.09% 228
2024
Q4 		$10.2M Buy
207,901
+22,189
+12% +$1.15M 0.09% 243
2024
Q3 		$10.1M Buy
185,712
+3,416
+2% +$179K 0.09% 235
2024
Q2 		$9.25M Buy
182,296
+12,401
+7% +$716K 0.09% 231
2024
Q1 		$9.83M Sell
169,895
-24,784
-13% -$1.41M 0.11% 219
2023
Q4 		$11.4M Sell
194,679
-22,523
-10% -$1.22M 0.06% 368
2023
Q3 		$11.8M Sell
217,202
-23,025
-10% -$1.3M 0.07% 338
2023
Q2 		$14.2M Sell
240,227
-497
-0.2% -$29.9K 0.09% 282
2023
Q1 		$14.7M Buy
240,724
+28,863
+14% +$1.71M 0.09% 260
2022
Q4 		$12.9M Buy
211,861
+59,688
+39% +$3.59M 0.09% 251
2022
Q3 		$8.63M Buy
+152,173
New +$9.36M 0.07% 310

Other funds holding SON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

AE Wealth Management's SON Position: Q1 2026 in Review

AE Wealth Management increased its Sonoco (SON) stake by 0.56% in Q1 2026, buying an estimated $3.04K and bringing the position to 10,540 shares worth $570K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

AE Wealth Management first reported a position in SON in Q3 2022 and has held it in 15 quarters since. The position peaked at $14.7M in Q1 2023. 495 funds tracked by Wall St. Rank hold SON as of Q1 2026.

  • AE Wealth Management held 10,540 shares of Sonoco worth $570K as of Q1 2026.
  • AE Wealth Management bought 59 Sonoco shares in Q1 2026, an estimated $3.04K.
  • Sonoco made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1044 holding.
  • AE Wealth Management first reported a position in Sonoco in Q3 2022 and has held it in 15 quarters since.
  • AE Wealth Management's Sonoco position peaked at $14.7M in Q1 2023.
  • 495 funds tracked by Wall St. Rank held Sonoco as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.