AWM
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AE Wealth Management’s Packaging Corp of America PKG Stock Holding History

AE Wealth Management’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
2026
Q1 		$528K Buy
2,490
+164
+7% +$36.6K ﹤0.01% 1086
2025
Q4 		$480K Buy
2,326
+637
+38% +$130K ﹤0.01% 1069
2025
Q3 		$368K Buy
1,689
+237
+16% +$48.9K ﹤0.01% 1098
2025
Q2 		$274K Buy
1,452
+287
+25% +$54.2K ﹤0.01% 1152
2025
Q1 		$231K Sell
1,165
-1,564
-57% -$334K ﹤0.01% 1217
2024
Q4 		$614K Sell
2,729
-779
-22% -$180K 0.01% 842
2024
Q3 		$756K Sell
3,508
-243
-6% -$48.3K 0.01% 769
2024
Q2 		$685K Buy
3,751
+835
+29% +$152K 0.01% 798
2024
Q1 		$553K Sell
2,916
-6,400
-69% -$1.11M 0.01% 790
2023
Q4 		$1.6M Sell
9,316
-396
-4% -$62.3K 0.01% 978
2023
Q3 		$1.49M Buy
9,712
+6,936
+250% +$1.01M 0.01% 944
2023
Q2 		$367K Sell
2,776
-99,090
-97% -$13.2M ﹤0.01% 1527
2023
Q1 		$14.1M Buy
101,866
+11,575
+13% +$1.57M 0.09% 270
2022
Q4 		$11.5M Buy
90,291
+22,579
+33% +$2.83M 0.08% 282
2022
Q3 		$7.6M Buy
67,712
+14,330
+27% +$1.94M 0.06% 339
2022
Q2 		$7.34M Buy
53,382
+19,294
+57% +$2.98M 0.06% 341
2022
Q1 		$5.32M Buy
34,088
+5,478
+19% +$800K 0.04% 421
2021
Q4 		$3.9M Buy
28,610
+3,640
+15% +$490K 0.03% 490
2021
Q3 		$3.43M Buy
24,970
+5,239
+27% +$747K 0.03% 477
2021
Q2 		$2.67M Buy
19,731
+6,321
+47% +$909K 0.02% 551
2021
Q1 		$1.8M Sell
13,410
-2,270
-14% -$309K 0.02% 596
2020
Q4 		$2.16M Buy
15,680
+6,791
+76% +$855K 0.02% 476
2020
Q3 		$969K Buy
8,889
+691
+8% +$70.6K 0.01% 646
2020
Q2 		$818K Sell
8,198
-4,677
-36% -$445K 0.01% 690
2020
Q1 		$1.12M Buy
12,875
+3,313
+35% +$321K 0.03% 453
2019
Q4 		$1.07M Buy
9,562
+3,935
+70% +$434K 0.02% 520
2019
Q3 		$597K Sell
5,627
-138
-2% -$14K 0.02% 572
2019
Q2 		$550K Buy
5,765
+3,182
+123% +$307K 0.02% 559
2019
Q1 		$257K Buy
+2,583
New +$245K 0.02% 515
2018
Q4 		– Sell
-2,688
Closed -$295K – 568
2018
Q3 		$295K Buy
+2,688
New +$303K 0.02% 455

Other funds holding PKG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AE Wealth Management's PKG Position: Q1 2026 in Review

AE Wealth Management increased its Packaging Corp of America (PKG) stake by 7.1% in Q1 2026, buying an estimated $36.6K and bringing the position to 2,490 shares worth $528K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

AE Wealth Management first reported a position in PKG in Q3 2018 and has held it in 30 quarters since. The position peaked at $14.1M in Q1 2023. 877 funds tracked by Wall St. Rank hold PKG as of Q1 2026.

  • AE Wealth Management held 2,490 shares of Packaging Corp of America worth $528K as of Q1 2026.
  • AE Wealth Management bought 164 Packaging Corp of America shares in Q1 2026, an estimated $36.6K.
  • Packaging Corp of America made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1086 holding.
  • AE Wealth Management first reported a position in Packaging Corp of America in Q3 2018 and has held it in 30 quarters since.
  • AE Wealth Management's Packaging Corp of America position peaked at $14.1M in Q1 2023.
  • 877 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.