LWP
PKG icon

LMG Wealth Partners’s Packaging Corp of America PKG Stock Holding History

LMG Wealth Partners’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 		$2.25M Buy
10,597
+348
+3% +$77.6K 0.41% 71
2025
Q4 		$2.11M Sell
10,249
-230
-2% -$46.8K 0.39% 73
2025
Q3 		$2.28M Buy
10,479
+157
+2% +$32.4K 0.42% 66
2025
Q2 		$1.95M Buy
10,322
+662
+7% +$125K 0.4% 70
2025
Q1 		$1.91M Buy
9,660
+42
+0.4% +$8.96K 0.43% 66
2024
Q4 		$2.17M Buy
9,618
+138
+1% +$31.9K 0.47% 60
2024
Q3 		$2.04M Sell
9,480
-78
-0.8% -$15.5K 0.47% 54
2024
Q2 		$1.74M Buy
9,558
+330
+4% +$60K 0.44% 57
2024
Q1 		$1.75M Buy
9,228
+247
+3% +$42.8K 0.44% 56
2023
Q4 		$1.46M Buy
8,981
+174
+2% +$27.4K 0.41% 59
2023
Q3 		$1.35M Buy
8,807
+909
+12% +$133K 0.41% 58
2023
Q2 		$1.04M Buy
7,898
+521
+7% +$69.6K 0.32% 59
2023
Q1 		$1.02M Buy
7,377
+974
+15% +$132K 0.33% 61
2022
Q4 		$855K Buy
+6,403
New +$803K 0.28% 62

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

LMG Wealth Partners's PKG Position: Q1 2026 in Review

LMG Wealth Partners increased its Packaging Corp of America (PKG) stake by 3.4% in Q1 2026, buying an estimated $77.6K and bringing the position to 10,597 shares worth $2.25M. The position accounts for 0.41% of the portfolio, ranked #71.

LMG Wealth Partners first reported a position in PKG in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.28M in Q3 2025. 877 funds tracked by Wall St. Rank hold PKG as of Q1 2026.

  • LMG Wealth Partners held 10,597 shares of Packaging Corp of America worth $2.25M as of Q1 2026.
  • LMG Wealth Partners bought 348 Packaging Corp of America shares in Q1 2026, an estimated $77.6K.
  • Packaging Corp of America made up 0.41% of LMG Wealth Partners's portfolio in Q1 2026, its #71 holding.
  • LMG Wealth Partners first reported a position in Packaging Corp of America in Q4 2022 and has held it in 14 quarters since.
  • LMG Wealth Partners's Packaging Corp of America position peaked at $2.28M in Q3 2025.
  • 877 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.