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Midwest Trust’s Sonoco SON Stock Holding History

Midwest Trust’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 		$11.9M Buy
219,379
+403
+0.2% +$20.8K 0.15% 141
2025
Q4 		$9.56M Sell
218,976
-1,960
-0.9% -$81.1K 0.12% 156
2025
Q3 		$9.52M Sell
220,936
-837
-0.4% -$38.7K 0.12% 150
2025
Q2 		$9.66M Buy
+221,773
New +$9.92M 0.13% 152

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

Midwest Trust's SON Position: Q1 2026 in Review

Midwest Trust increased its Sonoco (SON) stake by 0.18% in Q1 2026, buying an estimated $20.8K and bringing the position to 219,379 shares worth $11.9M. The position accounts for 0.15% of the portfolio, ranked #141.

Midwest Trust first reported a position in SON in Q2 2025 and has held it in 4 quarters since. 495 funds tracked by Wall St. Rank hold SON as of Q1 2026.

  • Midwest Trust held 219,379 shares of Sonoco worth $11.9M as of Q1 2026.
  • Midwest Trust bought 403 Sonoco shares in Q1 2026, an estimated $20.8K.
  • Sonoco made up 0.15% of Midwest Trust's portfolio in Q1 2026, its #141 holding.
  • Midwest Trust first reported a position in Sonoco in Q2 2025 and has held it in 4 quarters since.
  • 495 funds tracked by Wall St. Rank held Sonoco as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.