Position in AMBP
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$75,443
-$102,456 QoQ
Shares Held
18,628
-49.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMBP Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026AE Wealth Management LLC holds $62,761,349 across 8 Packaging & Containers names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PKG |
Packaging Corp Of America
|
135,609 | $32,312,885 | |
| 2 | SW |
Smurfit Westrock plc
|
573,686 | $26,538,684 | |
| 3 | IP |
International Paper Co /New/
|
32,203 | $1,226,919 | |
| 4 | AMCR |
Amcor plc
|
17,985 | $779,643 | |
| 5 | SON |
Sonoco Products Co
|
11,175 | $629,696 | |
| 6 | TRS |
Trimas Corp
|
12,900 | $580,870 | |
| 7 | GEF |
Greif, Inc
|
3,831 | $357,341 | |
| 8 | GPK |
Graphic Packaging Holding Co
|
31,724 | $335,311 |
All Filings in AMBP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $75,443 | 18,628 | Shares | Sole | 2026-05-13 | |
| 2022-09-30 | $177,899 | 36,756 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $745,944 | 122,286 | Shares | Sole | 2022-08-03 | |
| No filing history on record for this holder in this stock. | ||||||