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Barnes Wealth Management Group’s Procter & Gamble PG Stock Holding History

Barnes Wealth Management Group’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 		$289K Buy
2,003
+47
+2% +$7.13K 0.15% 140
2025
Q4 		$280K Buy
1,956
+45
+2% +$6.63K 0.15% 135
2025
Q3 		$294K Sell
1,911
-219
-10% -$34.2K 0.16% 124
2025
Q2 		$339K Sell
2,130
-48
-2% -$7.83K 0.2% 107
2025
Q1 		$371K Buy
2,178
+36
+2% +$6.03K 0.24% 96
2024
Q4 		$359K Buy
+2,142
New +$365K 0.24% 93

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

Barnes Wealth Management Group's PG Position: Q1 2026 in Review

Barnes Wealth Management Group increased its Procter & Gamble (PG) stake by 2.4% in Q1 2026, buying an estimated $7.13K and bringing the position to 2,003 shares worth $289K. The position accounts for 0.15% of the portfolio, ranked #140.

Barnes Wealth Management Group first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $371K in Q1 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Barnes Wealth Management Group held 2,003 shares of Procter & Gamble worth $289K as of Q1 2026.
  • Barnes Wealth Management Group bought 47 Procter & Gamble shares in Q1 2026, an estimated $7.13K.
  • Procter & Gamble made up 0.15% of Barnes Wealth Management Group's portfolio in Q1 2026, its #140 holding.
  • Barnes Wealth Management Group first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Barnes Wealth Management Group's Procter & Gamble position peaked at $371K in Q1 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Barnes Wealth Management Group's 13F filing for Q1 2026, filed 18 May 2026.