AWM
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Angeles Wealth Management’s Procter & Gamble PG Stock Holding History

Angeles 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 		$1.25M Buy
8,664
+382
+5% +$57.9K 0.07% 114
2025
Q4 		$1.19M Buy
8,282
+3,117
+60% +$460K 0.07% 122
2025
Q3 		$794K Sell
5,165
-1,637
-24% -$256K 0.05% 141
2025
Q2 		$1.08M Buy
6,802
+8
+0.1% +$1.31K 0.07% 98
2025
Q1 		$1.16M Sell
6,794
-162
-2% -$27.1K 0.1% 78
2024
Q4 		$1.17M Buy
6,956
+760
+12% +$129K 0.1% 76
2024
Q3 		$1.07M Buy
6,196
+149
+2% +$25.3K 0.09% 75
2024
Q2 		$997K Buy
6,047
+1,178
+24% +$193K 0.09% 72
2024
Q1 		$790K Buy
4,869
+1,186
+32% +$186K 0.08% 89
2023
Q4 		$540K Sell
3,683
-485
-12% -$71.8K 0.07% 104
2023
Q3 		$608K Buy
4,168
+255
+7% +$39K 0.09% 85
2023
Q2 		$594K Sell
3,913
-64
-2% -$9.65K 0.08% 99
2023
Q1 		$591K Buy
3,977
+74
+2% +$10.6K 0.09% 106
2022
Q4 		$592K Buy
3,903
+1,251
+47% +$175K 0.1% 99
2022
Q3 		$335K Buy
2,652
+194
+8% +$27.6K 0.07% 117
2022
Q2 		$353K Sell
2,458
-557
-18% -$83.7K 0.07% 120
2022
Q1 		$461K Buy
+3,015
New +$472K 0.09% 110

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Angeles Wealth Management increased its Procter & Gamble (PG) stake by 4.6% in Q1 2026, buying an estimated $57.9K and bringing the position to 8,664 shares worth $1.25M. The position accounts for 0.07% of the portfolio, ranked #114.

Angeles Wealth Management first reported a position in PG in Q1 2022 and has held it in 17 quarters since. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Angeles Wealth Management held 8,664 shares of Procter & Gamble worth $1.25M as of Q1 2026.
  • Angeles Wealth Management bought 382 Procter & Gamble shares in Q1 2026, an estimated $57.9K.
  • Procter & Gamble made up 0.07% of Angeles Wealth Management's portfolio in Q1 2026, its #114 holding.
  • Angeles Wealth Management first reported a position in Procter & Gamble in Q1 2022 and has held it in 17 quarters since.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.