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Sax Wealth Advisors’s Packaging Corp of America PKG Stock Holding History

Sax Wealth Advisors’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 		$347K Buy
1,637
+18
+1% +$3.95K 0.01% 420
2026
Q1 		$334K Sell
1,619
-23
-1% -$5.13K 0.02% 363
2025
Q4 		$339K Sell
1,642
-46
-3% -$9.35K 0.02% 369
2025
Q3 		$368K Buy
1,688
+82
+5% +$16.9K 0.02% 324
2025
Q2 		$303K Buy
1,606
+1
+0.1% +$189 0.02% 337
2025
Q1 		$318K Buy
1,605
+12
+0.8% +$2.56K 0.02% 287
2024
Q4 		$359K Buy
1,593
+4
+0.3% +$925 0.03% 239
2024
Q3 		$342K Buy
1,589
+7
+0.4% +$1.39K 0.03% 207
2024
Q2 		$289K Buy
1,582
+136
+9% +$24.7K 0.03% 210
2024
Q1 		$274K Hold
1,446
– – 0.03% 153
2023
Q4 		$236K Hold
1,446
– – 0.04% 168
2023
Q3 		$222K Sell
1,446
-80
-5% -$11.7K 0.04% 164
2023
Q2 		$202K Hold
1,526
– – 0.04% 169
2023
Q1 		$212K Buy
+1,526
New +$207K 0.05% 164
2022
Q3 		– Sell
-1,526
Closed -$210K – 167
2022
Q2 		$210K Sell
1,526
-25
-2% -$3.86K 0.05% 154
2022
Q1 		$242K Hold
1,551
– – 0.06% 151
2021
Q4 		$211K Sell
1,551
-174
-10% -$23.4K 0.04% 172
2021
Q3 		$237K Hold
1,725
– – 0.06% 149
2021
Q2 		$234K Hold
1,725
– – 0.08% 138
2021
Q1 		$232K Hold
1,725
– – 0.08% 128
2020
Q4 		$238K Buy
+1,725
New +$217K 0.11% 113

Other funds holding PKG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sax Wealth Advisors's PKG Position: Q2 2026 in Review

Sax Wealth Advisors increased its Packaging Corp of America (PKG) stake by 1.1% in Q2 2026, buying an estimated $3.95K and bringing the position to 1,637 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #420.

Sax Wealth Advisors first reported a position in PKG in Q4 2020 and has held it in 21 quarters since. The position peaked at $368K in Q3 2025. 903 funds tracked by Wall St. Rank hold PKG as of Q2 2026.

  • Sax Wealth Advisors held 1,637 shares of Packaging Corp of America worth $347K as of Q2 2026.
  • Sax Wealth Advisors bought 18 Packaging Corp of America shares in Q2 2026, an estimated $3.95K.
  • Packaging Corp of America made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #420 holding.
  • Sax Wealth Advisors first reported a position in Packaging Corp of America in Q4 2020 and has held it in 21 quarters since.
  • Sax Wealth Advisors's Packaging Corp of America position peaked at $368K in Q3 2025.
  • 903 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.