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

MGB 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
2025
Q4 		$252K Buy
1,222
+1
+0.1% +$203 0.07% 190
2025
Q3 		$265K Buy
1,221
+1
+0.1% +$206 0.08% 188
2025
Q2 		$230K Sell
1,220
-224
-16% -$42.3K 0.08% 199
2025
Q1 		$284K Sell
1,444
-279
-16% -$59.5K 0.1% 173
2024
Q4 		$388K Buy
1,723
+33
+2% +$7.63K 0.12% 138
2024
Q3 		$364K Hold
1,690
– – 0.13% 143
2024
Q2 		$312K Hold
1,690
– – 0.12% 149
2024
Q1 		$321K Hold
1,690
– – 0.13% 149
2023
Q4 		$275K Buy
+1,690
New +$266K 0.14% 151

Other funds holding PKG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MGB Wealth Management's PKG Position: Q4 2025 in Review

MGB Wealth Management increased its Packaging Corp of America (PKG) stake by 0.08% in Q4 2025, buying an estimated $203 and bringing the position to 1,222 shares worth $252K. The position accounts for 0.07% of the portfolio, ranked #190.

MGB Wealth Management first reported a position in PKG in Q4 2023 and has held it in 9 quarters since. The position peaked at $388K in Q4 2024. 866 funds tracked by Wall St. Rank hold PKG as of Q4 2025.

  • MGB Wealth Management held 1,222 shares of Packaging Corp of America worth $252K as of Q4 2025.
  • MGB Wealth Management bought 1 Packaging Corp of America share in Q4 2025, an estimated $203.
  • Packaging Corp of America made up 0.07% of MGB Wealth Management's portfolio in Q4 2025, its #190 holding.
  • MGB Wealth Management first reported a position in Packaging Corp of America in Q4 2023 and has held it in 9 quarters since.
  • MGB Wealth Management's Packaging Corp of America position peaked at $388K in Q4 2024.
  • 866 funds tracked by Wall St. Rank held Packaging Corp of America as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.