Aptus Capital Advisors’s Packaging Corp of America PKG Stock Holding History

Aptus Capital 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
2026 Q1	$4.68M	Sell	22,063 -650	-3%	-$145K	0.04%	351
2025 Q4	$4.68M	Buy	+22,713	New	+$4.62M	0.03%	330
2020 Q3	–	Sell	-8,930	Closed	-$891K	–	494
2020 Q2	$891K	Buy	8,930 +1,029	+13%	+$97.9K	0.06%	138
2020 Q1	$686K	Buy	7,901 +1,641	+26%	+$159K	0.06%	144
2019 Q4	$701K	Buy	6,260 +2,770	+79%	+$306K	0.05%	214
2019 Q3	$370K	Buy	3,490 +820	+31%	+$83.1K	0.02%	305
2019 Q2	$254K	Buy	+2,670	New	+$258K	0.04%	297

Other funds holding PKG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aptus Capital Advisors's PKG Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Packaging Corp of America (PKG) stake by 2.9% in Q1 2026, selling an estimated $145K and leaving 22,063 shares worth $4.68M. The position accounts for 0.04% of the portfolio, ranked #351.

Aptus Capital Advisors first reported a position in PKG in Q2 2019 and has held it in 7 quarters since. The position peaked at $4.68M in Q4 2025. 877 funds tracked by Wall St. Rank hold PKG as of Q1 2026.

Aptus Capital Advisors held 22,063 shares of Packaging Corp of America worth $4.68M as of Q1 2026.
Aptus Capital Advisors sold 650 Packaging Corp of America shares in Q1 2026, an estimated $145K.
Packaging Corp of America made up 0.04% of Aptus Capital Advisors's portfolio in Q1 2026, its #351 holding.
Aptus Capital Advisors first reported a position in Packaging Corp of America in Q2 2019 and has held it in 7 quarters since.
Aptus Capital Advisors's Packaging Corp of America position peaked at $4.68M in Q4 2025.
877 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.