Forum Financial Management’s Packaging Corp of America PKG Stock Holding History

Forum Financial 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	–	Sell	-2,716	Closed	-$560K	–	807
2025 Q4	$560K	Buy	2,716 +604	+29%	+$123K	0.01%	426
2025 Q3	$460K	Buy	2,112 +1	+0%	+$206	0.01%	499
2025 Q2	$398K	Buy	2,111 +325	+18%	+$61.4K	0.01%	511
2025 Q1	$354K	Hold	1,786	–	–	0.01%	506
2024 Q4	$402K	Buy	1,786 +705	+65%	+$163K	0.01%	475
2024 Q3	$233K	Sell	1,081 -78	-7%	-$15.5K	﹤0.01%	647
2024 Q2	$212K	Buy	+1,159	New	+$211K	﹤0.01%	652
2023 Q4	–	Sell	-1,344	Closed	-$206K	–	713
2023 Q3	$206K	Buy	+1,344	New	+$196K	﹤0.01%	583

Other funds holding PKG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Forum Financial Management's PKG Position: Q1 2026 in Review

Forum Financial Management sold out of Packaging Corp of America (PKG) in Q1 2026, closing a stake of 2,716 shares — an estimated $560K sold.

Forum Financial Management first reported a position in PKG in Q3 2023 and held it in 8 quarters. The position peaked at $560K in Q4 2025. 880 funds tracked by Wall St. Rank hold PKG as of Q1 2026.

Forum Financial Management reported no remaining Packaging Corp of America position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 2,716 Packaging Corp of America shares in Q1 2026, an estimated $560K.
Forum Financial Management first reported a position in Packaging Corp of America in Q3 2023 and held it in 8 quarters.
Forum Financial Management's Packaging Corp of America position peaked at $560K in Q4 2025.
880 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.