Position in SON
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$629,696
+$59,598 QoQ
Shares Held
11,175
+6.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#252
of 503 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SON Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026AE Wealth Management LLC holds $62,761,349 across 8 Packaging & Containers names. SON ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PKG |
Packaging Corp Of America
|
135,609 | $32,312,885 | |
| 2 | SW |
Smurfit Westrock plc
|
573,686 | $26,538,684 | |
| 3 | IP |
International Paper Co /New/
|
32,203 | $1,226,919 | |
| 4 | AMCR |
Amcor plc
|
17,985 | $779,643 | |
| 5 | SON |
Sonoco Products Co
This page
|
11,175 | $629,696 | |
| 6 | TRS |
Trimas Corp
|
12,900 | $580,870 | |
| 7 | GEF |
Greif, Inc
|
3,831 | $357,341 | |
| 8 | GPK |
Graphic Packaging Holding Co
|
31,724 | $335,311 |
All Filings in SON
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $629,696 | 11,175 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $570,098 | 10,540 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $457,378 | 10,481 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $536,889 | 12,460 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $545,137 | 12,515 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $11,076,437 | 234,472 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $10,155,947 | 207,901 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $10,145,437 | 185,712 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $9,246,041 | 182,296 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $9,826,717 | 169,895 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $10,876,715 | 194,679 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,804,928 | 217,202 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $14,178,197 | 240,227 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $14,684,164 | 240,724 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $12,862,081 | 211,861 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $8,632,774 | 152,173 | Shares | Sole | 2022-10-25 | |
| No filing history on record for this holder in this stock. | ||||||