Bartlett & Co Wealth Management’s Sonoco SON Stock Holding History

Bartlett & Co 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 Q2	$169	Sell	3 -28	-90%	-$1.44K	﹤0.01%	1284
2026 Q1	$1.54K	Buy	+31	New	+$1.6K	﹤0.01%	1126
2025 Q3	–	Sell	-50	Closed	-$2.18K	–	1273
2025 Q2	$2.18K	Buy	+50	New	+$2.24K	﹤0.01%	1085
2021 Q1	–	Sell	-72	Closed	-$4.27K	–	1184
2020 Q4	$4.27K	Hold	72	–	–	﹤0.01%	816
2020 Q3	$3.68K	Hold	72	–	–	﹤0.01%	753
2020 Q2	$3.77K	Hold	72	–	–	﹤0.01%	753
2020 Q1	$3.34K	Hold	72	–	–	﹤0.01%	745
2019 Q4	$4.44K	Hold	72	–	–	﹤0.01%	777
2019 Q3	$4.19K	Buy	+72	New	+$4.29K	﹤0.01%	791

Other funds holding SON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bartlett & Co Wealth Management's SON Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Sonoco (SON) stake by 90% in Q2 2026, selling an estimated $1.44K and leaving 3 shares worth $169. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

Bartlett & Co Wealth Management first reported a position in SON in Q3 2019 and has held it in 9 quarters since. The position peaked at $4.44K in Q4 2019. 503 funds tracked by Wall St. Rank hold SON as of Q2 2026.

Bartlett & Co Wealth Management held 3 shares of Sonoco worth $169 as of Q2 2026.
Bartlett & Co Wealth Management sold 28 Sonoco shares in Q2 2026, an estimated $1.44K.
Sonoco made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1284 holding.
Bartlett & Co Wealth Management first reported a position in Sonoco in Q3 2019 and has held it in 9 quarters since.
Bartlett & Co Wealth Management's Sonoco position peaked at $4.44K in Q4 2019.
503 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.