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

Sagespring 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 		$244K Sell
1,151
-81
-7% -$18.1K ﹤0.01% 725
2025
Q4 		$254K Buy
1,232
+43
+4% +$8.74K ﹤0.01% 680
2025
Q3 		$259K Buy
1,189
+31
+3% +$6.39K 0.01% 654
2025
Q2 		$218K Buy
+1,158
New +$219K ﹤0.01% 666

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

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

Sagespring Wealth Partners reduced its Packaging Corp of America (PKG) stake by 6.6% in Q1 2026, selling an estimated $18.1K and leaving 1,151 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Sagespring Wealth Partners first reported a position in PKG in Q2 2025 and has held it in 4 quarters since. The position peaked at $259K in Q3 2025. 878 funds tracked by Wall St. Rank hold PKG as of Q1 2026.

  • Sagespring Wealth Partners held 1,151 shares of Packaging Corp of America worth $244K as of Q1 2026.
  • Sagespring Wealth Partners sold 81 Packaging Corp of America shares in Q1 2026, an estimated $18.1K.
  • Packaging Corp of America made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #725 holding.
  • Sagespring Wealth Partners first reported a position in Packaging Corp of America in Q2 2025 and has held it in 4 quarters since.
  • Sagespring Wealth Partners's Packaging Corp of America position peaked at $259K in Q3 2025.
  • 878 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.