HWM
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HB Wealth Management’s Sonoco SON Stock Holding History

HB 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 		$766K Sell
13,590
-967
-7% -$49.6K ﹤0.01% 875
2026
Q1 		$787K Buy
14,557
+1,601
+12% +$82.5K 0.01% 769
2025
Q4 		$565K Buy
12,956
+3,742
+41% +$155K ﹤0.01% 856
2025
Q3 		$397K Buy
9,214
+2,816
+44% +$130K ﹤0.01% 952
2025
Q2 		$279K Sell
6,398
-1,990
-24% -$89K ﹤0.01% 970
2025
Q1 		$396K Buy
8,388
+1,190
+17% +$56.3K ﹤0.01% 846
2024
Q4 		$352K Buy
7,198
+665
+10% +$34.3K ﹤0.01% 756
2024
Q3 		$357K Sell
6,533
-223
-3% -$11.7K ﹤0.01% 701
2024
Q2 		$343K Sell
6,756
-666
-9% -$38.5K ﹤0.01% 665
2024
Q1 		$429K Buy
+7,422
New +$424K 0.01% 549

Other funds holding SON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HB Wealth Management's SON Position: Q2 2026 in Review

HB Wealth Management reduced its Sonoco (SON) stake by 6.6% in Q2 2026, selling an estimated $49.6K and leaving 13,590 shares worth $766K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

HB Wealth Management first reported a position in SON in Q1 2024 and has held it in 10 quarters since. The position peaked at $787K in Q1 2026. 508 funds tracked by Wall St. Rank hold SON as of Q2 2026.

  • HB Wealth Management held 13,590 shares of Sonoco worth $766K as of Q2 2026.
  • HB Wealth Management sold 967 Sonoco shares in Q2 2026, an estimated $49.6K.
  • Sonoco made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #875 holding.
  • HB Wealth Management first reported a position in Sonoco in Q1 2024 and has held it in 10 quarters since.
  • HB Wealth Management's Sonoco position peaked at $787K in Q1 2026.
  • 508 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.