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

Forza 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
Q2 		$780K Hold
3,272
– – 0.24% 93
2026
Q1 		$694K Buy
3,272
+126
+4% +$28.1K 0.24% 100
2025
Q4 		$649K Buy
3,146
+815
+35% +$166K 0.23% 97
2025
Q3 		$508K Buy
2,331
+255
+12% +$52.6K 0.19% 118
2025
Q2 		$391K Buy
2,076
+56
+3% +$10.6K 0.16% 140
2025
Q1 		$400K Hold
2,020
– – 0.18% 128
2024
Q4 		$455K Hold
2,020
– – 0.21% 112
2024
Q3 		$435K Sell
2,020
-1
-0% -$199 0.2% 132
2024
Q2 		$369K Hold
2,021
– – 0.19% 134
2024
Q1 		$384K Hold
2,021
– – 0.2% 131
2023
Q4 		$329K Hold
2,021
– – 0.18% 136
2023
Q3 		$310K Hold
2,021
– – 0.16% 149
2023
Q2 		$267K Hold
2,021
– – 0.13% 158
2023
Q1 		$281K Buy
2,021
+398
+25% +$54.1K 0.14% 149
2022
Q4 		$208K Buy
+1,623
New +$203K 0.14% 135

Other funds holding PKG

LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $330M AUM 27.75% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Forza Wealth Management's PKG Position: Q2 2026 in Review

Forza Wealth Management held its Packaging Corp of America (PKG) position steady in Q2 2026 at 3,272 shares worth $780K. The position accounts for 0.24% of the portfolio, ranked #93.

Forza Wealth Management first reported a position in PKG in Q4 2022 and has held it in 15 quarters since. 203 funds tracked by Wall St. Rank hold PKG as of Q2 2026.

  • Forza Wealth Management held 3,272 shares of Packaging Corp of America worth $780K as of Q2 2026.
  • Forza Wealth Management left its Packaging Corp of America share count unchanged in Q2 2026.
  • Packaging Corp of America made up 0.24% of Forza Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Forza Wealth Management first reported a position in Packaging Corp of America in Q4 2022 and has held it in 15 quarters since.
  • 203 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.