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

Jeppson 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
Q1 		$207K Hold
976
– – 0.06% 225
2025
Q4 		$201K Hold
976
– – 0.06% 213
2025
Q3 		$213K Buy
+976
New +$201K 0.07% 206
2025
Q1 		– Sell
-976
Closed -$220K – 214
2024
Q4 		$220K Hold
976
– – 0.08% 182
2024
Q3 		$210K Buy
+976
New +$194K 0.08% 192

Other funds holding PKG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jeppson Wealth Management's PKG Position: Q1 2026 in Review

Jeppson Wealth Management held its Packaging Corp of America (PKG) position steady in Q1 2026 at 976 shares worth $207K. The position accounts for 0.06% of the portfolio, ranked #225.

Jeppson Wealth Management first reported a position in PKG in Q3 2024 and has held it in 5 quarters since. The position peaked at $220K in Q4 2024. 877 funds tracked by Wall St. Rank hold PKG as of Q1 2026.

  • Jeppson Wealth Management held 976 shares of Packaging Corp of America worth $207K as of Q1 2026.
  • Jeppson Wealth Management left its Packaging Corp of America share count unchanged in Q1 2026.
  • Packaging Corp of America made up 0.06% of Jeppson Wealth Management's portfolio in Q1 2026, its #225 holding.
  • Jeppson Wealth Management first reported a position in Packaging Corp of America in Q3 2024 and has held it in 5 quarters since.
  • Jeppson Wealth Management's Packaging Corp of America position peaked at $220K in Q4 2024.
  • 877 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.