SWA
PKG icon

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

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $330M AUM 27.75% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 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. 155 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.
  • 155 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.