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Aaron Wealth Advisors’s Packaging Corp of America PKG Stock Holding History

Aaron Wealth Advisors’s Portfolio PKG Stock Details PKG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,161
Closed -$261K – 484
2024
Q4 		$261K Buy
1,161
+211
+22% +$48.8K 0.03% 356
2024
Q3 		$205K Buy
+950
New +$189K 0.02% 408

Other funds holding PKG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Aaron Wealth Advisors's PKG Position: Q1 2025 in Review

Aaron Wealth Advisors sold out of Packaging Corp of America (PKG) in Q1 2025, closing a stake of 1,161 shares — an estimated $261K sold.

Aaron Wealth Advisors first reported a position in PKG in Q3 2024 and held it in 2 quarters. The position peaked at $261K in Q4 2024. 855 funds tracked by Wall St. Rank hold PKG as of Q1 2025.

  • Aaron Wealth Advisors reported no remaining Packaging Corp of America position as of Q1 2025 after selling out during the quarter.
  • Aaron Wealth Advisors sold 1,161 Packaging Corp of America shares in Q1 2025, an estimated $261K.
  • Aaron Wealth Advisors first reported a position in Packaging Corp of America in Q3 2024 and held it in 2 quarters.
  • Aaron Wealth Advisors's Packaging Corp of America position peaked at $261K in Q4 2024.
  • 855 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2025.

Based on Aaron Wealth Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.