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SHP Wealth Management’s Packaging Corp of America PKG Stock Holding History

SHP Wealth Management’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 		$25.5K Buy
120
+1
+0.8% +$223 ﹤0.01% 664
2025
Q4 		$24.4K Buy
+119
New +$24.2K ﹤0.01% 637

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 $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 $3.37T AUM 44.26% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 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

SHP Wealth Management's PKG Position: Q1 2026 in Review

SHP Wealth Management increased its Packaging Corp of America (PKG) stake by 0.84% in Q1 2026, buying an estimated $223 and bringing the position to 120 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

SHP Wealth Management first reported a position in PKG in Q4 2025 and has held it in 2 quarters since. 879 funds tracked by Wall St. Rank hold PKG as of Q1 2026.

  • SHP Wealth Management held 120 shares of Packaging Corp of America worth $25.5K as of Q1 2026.
  • SHP Wealth Management bought 1 Packaging Corp of America share in Q1 2026, an estimated $223.
  • Packaging Corp of America made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #664 holding.
  • SHP Wealth Management first reported a position in Packaging Corp of America in Q4 2025 and has held it in 2 quarters since.
  • 879 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.