49 Wealth Management’s Procter & Gamble PG Stock Holding History

49 Wealth Management’s Portfolio PG Stock Details PG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.05M	Sell	7,258 -638	-8%	-$96.7K	0.08%	73
2025 Q4	$1.13M	Buy	7,896 +493	+7%	+$72.7K	0.09%	62
2025 Q3	$1.14M	Buy	7,403 +1,875	+34%	+$293K	0.11%	54
2025 Q2	$881K	Sell	5,528 -217	-4%	-$35.4K	0.09%	60
2025 Q1	$979K	Buy	5,745 +65	+1%	+$10.9K	0.12%	58
2024 Q4	$952K	Sell	5,680 -69	-1%	-$11.8K	0.14%	55
2024 Q3	$996K	Sell	5,749 -8,703	-60%	-$1.48M	0.16%	55
2024 Q2	$2.35M	Buy	14,452 +9,941	+220%	+$1.63M	0.46%	41
2024 Q1	$724K	Buy	4,511 +905	+25%	+$142K	0.16%	45
2023 Q4	$528K	Buy	+3,606	New	+$534K	0.14%	50

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

49 Wealth Management's PG Position: Q1 2026 in Review

49 Wealth Management reduced its Procter & Gamble (PG) stake by 8.1% in Q1 2026, selling an estimated $96.7K and leaving 7,258 shares worth $1.05M. The position accounts for 0.08% of the portfolio, ranked #73.

49 Wealth Management first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.35M in Q2 2024. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

49 Wealth Management held 7,258 shares of Procter & Gamble worth $1.05M as of Q1 2026.
49 Wealth Management sold 638 Procter & Gamble shares in Q1 2026, an estimated $96.7K.
Procter & Gamble made up 0.08% of 49 Wealth Management's portfolio in Q1 2026, its #73 holding.
49 Wealth Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
49 Wealth Management's Procter & Gamble position peaked at $2.35M in Q2 2024.
3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.