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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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. 883 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.
  • 883 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.