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Letson Investment Management’s Packaging Corp of America PKG Stock Holding History

Letson Investment 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 		$2.25M Buy
9,444
+5
+0.1% +$1.1K 0.83% 34
2026
Q1 		$2M Sell
9,439
-9
-0.1% -$2.01K 0.77% 37
2025
Q4 		$1.95M Buy
9,448
+5
+0.1% +$1.02K 0.71% 35
2025
Q3 		$2.06M Buy
9,443
+4
+0% +$825 0.74% 38
2025
Q2 		$1.78M Buy
9,439
+5
+0.1% +$945 0.7% 40
2025
Q1 		$1.87M Sell
9,434
-4,302
-31% -$918K 0.75% 37
2024
Q4 		$3.09M Buy
13,736
+5
+0% +$1.16K 1.25% 25
2024
Q3 		$2.96M Buy
13,731
+317
+2% +$63K 1.16% 24
2024
Q2 		$2.45M Buy
13,414
+683
+5% +$124K 1.08% 25
2024
Q1 		$2.42M Buy
12,731
+36
+0.3% +$6.24K 1.02% 25
2023
Q4 		$2.07M Buy
+12,695
New +$2M 0.96% 30

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 $3.37T AUM 44.26% 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

Letson Investment Management's PKG Position: Q2 2026 in Review

Letson Investment Management increased its Packaging Corp of America (PKG) stake by 0.05% in Q2 2026, buying an estimated $1.1K and bringing the position to 9,444 shares worth $2.25M. The position accounts for 0.83% of the portfolio, ranked #34.

Letson Investment Management first reported a position in PKG in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.09M in Q4 2024. 894 funds tracked by Wall St. Rank hold PKG as of Q2 2026.

  • Letson Investment Management held 9,444 shares of Packaging Corp of America worth $2.25M as of Q2 2026.
  • Letson Investment Management bought 5 Packaging Corp of America shares in Q2 2026, an estimated $1.1K.
  • Packaging Corp of America made up 0.83% of Letson Investment Management's portfolio in Q2 2026, its #34 holding.
  • Letson Investment Management first reported a position in Packaging Corp of America in Q4 2023 and has held it in 11 quarters since.
  • Letson Investment Management's Packaging Corp of America position peaked at $3.09M in Q4 2024.
  • 894 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2026.

Based on Letson Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.