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

BCGM 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 		$397K Buy
2,752
+13
+0.5% +$1.97K 0.1% 121
2025
Q4 		$393K Sell
2,739
-7
-0.3% -$1.03K 0.1% 122
2025
Q3 		$422K Buy
2,746
+8
+0.3% +$1.25K 0.11% 119
2025
Q2 		$436K Sell
2,738
-4
-0.1% -$653 0.12% 113
2025
Q1 		$467K Sell
2,742
-51
-2% -$8.54K 0.14% 101
2024
Q4 		$468K Buy
2,793
+634
+29% +$108K 0.15% 99
2024
Q3 		$374K Buy
2,159
+14
+0.7% +$2.38K 0.12% 111
2024
Q2 		$354K Sell
2,145
-12
-0.6% -$1.96K 0.12% 113
2024
Q1 		$350K Buy
2,157
+7
+0.3% +$1.1K 0.13% 109
2023
Q4 		$315K Buy
2,150
+6
+0.3% +$889 0.13% 104
2023
Q3 		$313K Sell
2,144
-95
-4% -$14.5K 0.14% 92
2023
Q2 		$340K Buy
2,239
+525
+31% +$79.1K 0.15% 89
2023
Q1 		$255K Sell
1,714
-511
-23% -$73K 0.13% 90
2022
Q4 		$337K Buy
2,225
+7
+0.3% +$981 0.16% 82
2022
Q3 		$295K Buy
2,218
+6
+0.3% +$852 0.15% 88
2022
Q2 		$307K Buy
2,212
+7
+0.3% +$1.05K 0.16% 84
2022
Q1 		$354K Buy
2,205
+105
+5% +$16.4K 0.19% 78
2021
Q4 		$343K Buy
2,100
+6
+0.3% +$891 0.18% 82
2021
Q3 		$299K Sell
2,094
-137
-6% -$19.4K 0.17% 83
2021
Q2 		$317K Buy
2,231
+7
+0.3% +$947 0.19% 78
2021
Q1 		$306K Sell
2,224
-70
-3% -$9.13K 0.21% 75
2020
Q4 		$293K Buy
+2,294
New +$321K 0.21% 74

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

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

BCGM Wealth Management increased its Procter & Gamble (PG) stake by 0.47% in Q1 2026, buying an estimated $1.97K and bringing the position to 2,752 shares worth $397K. The position accounts for 0.1% of the portfolio, ranked #121.

BCGM Wealth Management first reported a position in PG in Q4 2020 and has held it in 22 quarters since. The position peaked at $468K in Q4 2024. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • BCGM Wealth Management held 2,752 shares of Procter & Gamble worth $397K as of Q1 2026.
  • BCGM Wealth Management bought 13 Procter & Gamble shares in Q1 2026, an estimated $1.97K.
  • Procter & Gamble made up 0.1% of BCGM Wealth Management's portfolio in Q1 2026, its #121 holding.
  • BCGM Wealth Management first reported a position in Procter & Gamble in Q4 2020 and has held it in 22 quarters since.
  • BCGM Wealth Management's Procter & Gamble position peaked at $468K in Q4 2024.
  • 3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on BCGM Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.