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

Diversify 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	$9.97M	Buy	46,130 +30	+0.1%	+$6.69K	0.18%	123
2025 Q4	$10.1M	Buy	46,100 +39	+0.1%	+$7.93K	0.47%	45
2025 Q3	$9.01M	Buy	46,061 +1	+0%	+$206	0.52%	37
2025 Q2	$9.16M	Buy	46,060 +9	+0%	+$1.7K	0.57%	33
2025 Q1	$8.56M	Sell	46,051 -7	-0%	-$1.49K	0.64%	27
2024 Q4	$10.5M	Buy	46,058 +24	+0.1%	+$5.55K	0.82%	21
2024 Q3	$10.5M	Buy	+46,034	New	+$9.15M	1.01%	18

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

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

Diversify Wealth Management increased its Packaging Corp of America (PKG) stake by 0.07% in Q1 2026, buying an estimated $6.69K and bringing the position to 46,130 shares worth $9.97M. The position accounts for 0.18% of the portfolio, ranked #123.

Diversify Wealth Management first reported a position in PKG in Q3 2024 and has held it in 7 quarters since. The position peaked at $10.5M in Q3 2024. 877 funds tracked by Wall St. Rank hold PKG as of Q1 2026.

Diversify Wealth Management held 46,130 shares of Packaging Corp of America worth $9.97M as of Q1 2026.
Diversify Wealth Management bought 30 Packaging Corp of America shares in Q1 2026, an estimated $6.69K.
Packaging Corp of America made up 0.18% of Diversify Wealth Management's portfolio in Q1 2026, its #123 holding.
Diversify Wealth Management first reported a position in Packaging Corp of America in Q3 2024 and has held it in 7 quarters since.
Diversify Wealth Management's Packaging Corp of America position peaked at $10.5M in Q3 2024.
877 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.