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

Spire 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
Q2 		$178K Sell
747
-41
-5% -$8.99K 0.01% 820
2026
Q1 		$167K Buy
788
+95
+14% +$21.2K 0.01% 839
2025
Q4 		$143K Sell
693
-47
-6% -$9.56K ﹤0.01% 890
2025
Q3 		$161K Buy
740
+79
+12% +$16.3K 0.01% 844
2025
Q2 		$125K Sell
661
-100
-13% -$18.9K ﹤0.01% 899
2025
Q1 		$151K Buy
761
+308
+68% +$65.7K ﹤0.01% 897
2024
Q4 		$102K Buy
453
+21
+5% +$4.86K ﹤0.01% 1028
2024
Q3 		$93.1K Buy
432
+6
+1% +$1.19K ﹤0.01% 930
2024
Q2 		$77.8K Buy
426
+6
+1% +$1.09K ﹤0.01% 972
2024
Q1 		$79.7K Hold
420
– – ﹤0.01% 1062
2023
Q4 		$69K Buy
420
+7
+2% +$1.1K ﹤0.01% 1100
2023
Q3 		$63.4K Buy
413
+6
+1% +$876 ﹤0.01% 1081
2023
Q2 		$53.8K Hold
407
– – ﹤0.01% 1172
2023
Q1 		$56.5K Sell
407
-5
-1% -$680 ﹤0.01% 1150
2022
Q4 		$53K Sell
412
-7
-2% -$877 ﹤0.01% 974
2022
Q3 		$47K Sell
419
-1,796
-81% -$243K ﹤0.01% 972
2022
Q2 		$305K Sell
2,215
-1,347
-38% -$208K 0.01% 630
2022
Q1 		$556K Sell
3,562
-4
-0.1% -$584 0.01% 540
2021
Q4 		$486K Buy
3,566
+420
+13% +$56.5K 0.01% 711
2021
Q3 		$432K Hold
3,146
– – 0.01% 640
2021
Q2 		$426K Sell
3,146
-223
-7% -$32.1K 0.01% 655
2021
Q1 		$453K Buy
+3,369
New +$459K 0.01% 703

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 $3.37T AUM 44.26% 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

Spire Wealth Management's PKG Position: Q2 2026 in Review

Spire Wealth Management reduced its Packaging Corp of America (PKG) stake by 5.2% in Q2 2026, selling an estimated $8.99K and leaving 747 shares worth $178K. The position accounts for 0.01% of the portfolio, ranked #820.

Spire Wealth Management first reported a position in PKG in Q1 2021 and has held it in 22 quarters since. The position peaked at $556K in Q1 2022. 896 funds tracked by Wall St. Rank hold PKG as of Q2 2026.

  • Spire Wealth Management held 747 shares of Packaging Corp of America worth $178K as of Q2 2026.
  • Spire Wealth Management sold 41 Packaging Corp of America shares in Q2 2026, an estimated $8.99K.
  • Packaging Corp of America made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #820 holding.
  • Spire Wealth Management first reported a position in Packaging Corp of America in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Packaging Corp of America position peaked at $556K in Q1 2022.
  • 896 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.