Phillips Wealth Planners’s Packaging Corp of America PKG Stock Holding History

Phillips Wealth Planners’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	$249K	Sell	1,124 -12	-1%	-$2.68K	0.19%	175
2025 Q4	$250K	Buy	1,136 +63	+6%	+$12.8K	0.2%	169
2025 Q3	$228K	Sell	1,073 -15	-1%	-$3.09K	0.19%	181
2025 Q2	$221K	Buy	+1,088	New	+$206K	0.2%	173
2025 Q1	–	Sell	-997	Closed	-$227K	–	188
2024 Q4	$227K	Sell	997 -15	-1%	-$3.47K	0.23%	158
2024 Q3	$224K	Buy	+1,012	New	+$201K	0.21%	170

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

Phillips Wealth Planners's PKG Position: Q1 2026 in Review

Phillips Wealth Planners reduced its Packaging Corp of America (PKG) stake by 1.1% in Q1 2026, selling an estimated $2.68K and leaving 1,124 shares worth $249K. The position accounts for 0.19% of the portfolio, ranked #175.

Phillips Wealth Planners first reported a position in PKG in Q3 2024 and has held it in 6 quarters since. The position peaked at $250K in Q4 2025. 877 funds tracked by Wall St. Rank hold PKG as of Q1 2026.

Phillips Wealth Planners held 1,124 shares of Packaging Corp of America worth $249K as of Q1 2026.
Phillips Wealth Planners sold 12 Packaging Corp of America shares in Q1 2026, an estimated $2.68K.
Packaging Corp of America made up 0.19% of Phillips Wealth Planners's portfolio in Q1 2026, its #175 holding.
Phillips Wealth Planners first reported a position in Packaging Corp of America in Q3 2024 and has held it in 6 quarters since.
Phillips Wealth Planners's Packaging Corp of America position peaked at $250K in Q4 2025.
877 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.