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Legacy Wealth Management (Idaho)’s Sonoco SON Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-165
Closed -$8.93K – 833
2026
Q1 		$8.93K Buy
+165
New +$8.5K ﹤0.01% 512
2024
Q4 		– Sell
-255
Closed -$12.9K – 807
2024
Q3 		$12.9K Buy
+255
New +$13.3K 0.01% 272

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

Legacy Wealth Management (Idaho)'s SON Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Sonoco (SON) in Q2 2026, closing a stake of 165 shares — an estimated $8.93K sold.

Legacy Wealth Management (Idaho) first reported a position in SON in Q3 2024 and held it in 2 quarters. The position peaked at $12.9K in Q3 2024. 508 funds tracked by Wall St. Rank hold SON as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Sonoco position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 165 Sonoco shares in Q2 2026, an estimated $8.93K.
  • Legacy Wealth Management (Idaho) first reported a position in Sonoco in Q3 2024 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Sonoco position peaked at $12.9K in Q3 2024.
  • 508 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.