Integrated Wealth Concepts’s Packaging Corp of America PKG Stock Holding History

Integrated Wealth Concepts’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	$632K	Buy	+2,979	New	+$664K	0.01%	1403
2025 Q4	–	Sell	-4,130	Closed	-$900K	–	1941
2025 Q3	$900K	Buy	4,130 +384	+10%	+$79.2K	0.01%	1036
2025 Q2	$706K	Buy	3,746 +790	+27%	+$149K	0.01%	1094
2025 Q1	$585K	Buy	2,956 +1,252	+73%	+$267K	0.01%	1076
2024 Q4	$384K	Buy	1,704 +254	+18%	+$58.8K	﹤0.01%	1243
2024 Q3	$312K	Buy	+1,450	New	+$288K	﹤0.01%	1313
2024 Q1	–	Sell	-3,406	Closed	-$555K	–	1694
2023 Q4	$555K	Buy	3,406 +269	+9%	+$42.3K	0.01%	956
2023 Q3	$482K	Buy	3,137 +129	+4%	+$18.8K	0.01%	994
2023 Q2	$398K	Sell	3,008 -1,196	-28%	-$160K	0.01%	1097
2023 Q1	$584K	Buy	4,204 +222	+6%	+$30.2K	0.01%	803
2022 Q4	$509K	Buy	3,982 +252	+7%	+$31.6K	0.01%	655
2022 Q3	$419K	Buy	+3,730	New	+$505K	0.01%	644
2022 Q1	–	Sell	-2,810	Closed	-$383K	–	1021
2021 Q4	$383K	Buy	2,810 +443	+19%	+$59.6K	0.01%	683
2021 Q3	$325K	Buy	+2,367	New	+$338K	0.01%	712

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

Integrated Wealth Concepts's PKG Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Packaging Corp of America (PKG) in Q1 2026: 2,979 shares worth $632K. The stake represents 0.01% of the portfolio and ranks #1403 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in PKG as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in PKG in Q3 2021 and has held it in 14 quarters since. The position peaked at $900K in Q3 2025. 877 funds tracked by Wall St. Rank hold PKG as of Q1 2026.

Integrated Wealth Concepts held 2,979 shares of Packaging Corp of America worth $632K as of Q1 2026.
Packaging Corp of America was a new Integrated Wealth Concepts position in Q1 2026.
Packaging Corp of America made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1403 holding.
Integrated Wealth Concepts first reported a position in Packaging Corp of America in Q3 2021 and has held it in 14 quarters since.
Integrated Wealth Concepts's Packaging Corp of America position peaked at $900K in Q3 2025.
877 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.