SWM
SON icon

Spire Wealth Management’s Sonoco SON Stock Holding History

Spire 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 		$676 Hold
12
– – ﹤0.01% 2189
2026
Q1 		$649 Sell
12
-450
-97% -$23.2K ﹤0.01% 2213
2025
Q4 		$20.2K Sell
462
-1,438
-76% -$59.5K ﹤0.01% 1481
2025
Q3 		$81.9K Hold
1,900
– – ﹤0.01% 1072
2025
Q2 		$82.8K Sell
1,900
-2,105
-53% -$94.2K ﹤0.01% 1039
2025
Q1 		$189K Buy
4,005
+406
+11% +$19.2K 0.01% 834
2024
Q4 		$176K Buy
3,599
+370
+11% +$19.1K 0.01% 860
2024
Q3 		$176K Buy
3,229
+1,229
+61% +$64.3K 0.01% 767
2024
Q2 		$101K Hold
2,000
– – ﹤0.01% 889
2024
Q1 		$116K Hold
2,000
– – ﹤0.01% 943
2023
Q4 		$115K Hold
2,000
– – ﹤0.01% 956
2023
Q3 		$109K Hold
2,000
– – ﹤0.01% 929
2023
Q2 		$118K Sell
2,000
-45,102
-96% -$2.71M ﹤0.01% 918
2023
Q1 		$2.87M Buy
47,102
+45,102
+2,255% +$2.67M 0.11% 175
2022
Q4 		$121K Hold
2,000
– – 0.01% 689
2022
Q3 		$113K Hold
2,000
– – 0.01% 667
2022
Q2 		$114K Hold
2,000
– – ﹤0.01% 988
2022
Q1 		$125K Hold
2,000
– – ﹤0.01% 1087
2021
Q4 		$116K Sell
2,000
-228
-10% -$13.6K ﹤0.01% 1338
2021
Q3 		$133K Buy
2,228
+1
+0% +$64 ﹤0.01% 1087
2021
Q2 		$149K Buy
2,227
+1
+0% +$66 ﹤0.01% 1046
2021
Q1 		$141K Buy
+2,226
New +$136K ﹤0.01% 1228

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 $3.37T AUM 44.26% 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

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

Spire Wealth Management held its Sonoco (SON) position steady in Q2 2026 at 12 shares worth $676. The position accounts for ﹤0.01% of the portfolio, ranked #2189.

Spire Wealth Management first reported a position in SON in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.87M in Q1 2023. 503 funds tracked by Wall St. Rank hold SON as of Q2 2026.

  • Spire Wealth Management held 12 shares of Sonoco worth $676 as of Q2 2026.
  • Spire Wealth Management left its Sonoco share count unchanged in Q2 2026.
  • Sonoco made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2189 holding.
  • Spire Wealth Management first reported a position in Sonoco in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Sonoco position peaked at $2.87M in Q1 2023.
  • 503 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.