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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

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

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. 903 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.
  • 903 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.