MIM
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MTM Investment Management’s Sonoco SON Stock Holding History

MTM Investment 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
Q1 		$425K Hold
7,866
– – 0.13% 143
2025
Q4 		$343K Hold
7,866
– – 0.11% 157
2025
Q3 		$339K Buy
7,866
+100
+1% +$4.62K 0.11% 160
2025
Q2 		$338K Hold
7,766
– – 0.11% 155
2025
Q1 		$372K Buy
+7,766
New +$367K 0.14% 144
2023
Q2 		– Sell
-3,794
Closed -$231K – 270
2023
Q1 		$231K Hold
3,794
– – 0.12% 162
2022
Q4 		$230K Hold
3,794
– – 0.12% 160
2022
Q3 		$215K Hold
3,794
– – 0.12% 160
2022
Q2 		$223K Hold
3,794
– – 0.12% 159
2022
Q1 		$237K Hold
3,794
– – 0.11% 162
2021
Q4 		$220K Hold
3,794
– – 0.1% 175
2021
Q3 		$226K Hold
3,794
– – 0.12% 153
2021
Q2 		$254K Hold
3,794
– – 0.13% 137
2021
Q1 		$240K Hold
3,794
– – 0.14% 137
2020
Q4 		$225K Buy
+3,794
New +$213K 0.14% 130

Other funds holding SON

BlackRock
BlackRock New York $5.7T 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