HM Payson & Co’s Sonos SONO Stock Holding History

HM Payson & Co’s Portfolio SONO Stock Details SONO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-500	Closed	-$7.52K	–	1076
2024 Q4	$7.52K	Hold	500	–	–	﹤0.01%	864
2024 Q3	$6.14K	Hold	500	–	–	﹤0.01%	887
2024 Q2	$7.38K	Hold	500	–	–	﹤0.01%	862
2024 Q1	$9.53K	Hold	500	–	–	﹤0.01%	823
2023 Q4	$8.57K	Hold	500	–	–	﹤0.01%	829
2023 Q3	$6.46K	Hold	500	–	–	﹤0.01%	860
2023 Q2	$8.16K	Sell	500 -1,800	-78%	-$31.9K	﹤0.01%	819
2023 Q1	$45.1K	Hold	2,300	–	–	﹤0.01%	593
2022 Q4	$38.9K	Hold	2,300	–	–	﹤0.01%	592
2022 Q3	$32K	Hold	2,300	–	–	﹤0.01%	634
2022 Q2	$41K	Hold	2,300	–	–	﹤0.01%	614
2022 Q1	$65K	Sell	2,300 -800	-26%	-$21.3K	﹤0.01%	559
2021 Q4	$92K	Hold	3,100	–	–	﹤0.01%	508
2021 Q3	$100K	Sell	3,100 -800	-21%	-$28.8K	﹤0.01%	482
2021 Q2	$137K	Hold	3,900	–	–	﹤0.01%	438
2021 Q1	$146K	Sell	3,900 -1,560	-29%	-$52.6K	﹤0.01%	432
2020 Q4	$128K	Sell	5,460 -3,240	-37%	-$60.4K	﹤0.01%	449
2020 Q3	$132K	Sell	8,700 -300	-3%	-$4.42K	﹤0.01%	416
2020 Q2	$132K	Buy	9,000 +500	+6%	+$5.31K	﹤0.01%	400
2020 Q1	$72K	Buy	8,500 +1,300	+18%	+$16.1K	﹤0.01%	444
2019 Q4	$112K	Buy	+7,200	New	+$100K	﹤0.01%	457

Other funds holding SONO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HM Payson & Co's SONO Position: Q1 2025 in Review

HM Payson & Co sold out of Sonos (SONO) in Q1 2025, closing a stake of 500 shares — an estimated $7.52K sold.

HM Payson & Co first reported a position in SONO in Q4 2019 and held it in 21 quarters. The position peaked at $146K in Q1 2021. 276 funds tracked by Wall St. Rank hold SONO as of Q1 2025.

HM Payson & Co reported no remaining Sonos position as of Q1 2025 after selling out during the quarter.
HM Payson & Co sold 500 Sonos shares in Q1 2025, an estimated $7.52K.
HM Payson & Co first reported a position in Sonos in Q4 2019 and held it in 21 quarters.
HM Payson & Co's Sonos position peaked at $146K in Q1 2021.
276 funds tracked by Wall St. Rank held Sonos as of Q1 2025.

Based on HM Payson & Co's 13F filing for Q1 2025, filed 29 Apr 2025.