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 Q2	$275K	Buy	1,182 +58	+5%	+$12.7K	0.2%	162
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 $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Phillips Wealth Planners's PKG Position: Q2 2026 in Review

Phillips Wealth Planners increased its Packaging Corp of America (PKG) stake by 5.2% in Q2 2026, buying an estimated $12.7K and bringing the position to 1,182 shares worth $275K. The position accounts for 0.2% of the portfolio, ranked #162.

Phillips Wealth Planners first reported a position in PKG in Q3 2024 and has held it in 7 quarters since. 900 funds tracked by Wall St. Rank hold PKG as of Q2 2026.

Phillips Wealth Planners held 1,182 shares of Packaging Corp of America worth $275K as of Q2 2026.
Phillips Wealth Planners bought 58 Packaging Corp of America shares in Q2 2026, an estimated $12.7K.
Packaging Corp of America made up 0.2% of Phillips Wealth Planners's portfolio in Q2 2026, its #162 holding.
Phillips Wealth Planners first reported a position in Packaging Corp of America in Q3 2024 and has held it in 7 quarters since.
900 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.