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

BCS 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
Q2 		$14M Hold
95,712
– – 2.53% 5
2026
Q1 		$13.8M Sell
95,712
-96,850
-50% -$14.7M 2.82% 4
2025
Q4 		$27.6M Buy
192,562
+182,239
+1,765% +$26.9M 2.79% 4
2025
Q3 		$1.59M Sell
10,323
-86,530
-89% -$13.5M 0.36% 59
2025
Q2 		$15.4M Buy
96,853
+86,264
+815% +$14.1M 3.32% 3
2025
Q1 		$1.8M Sell
10,589
-610
-5% -$102K 0.46% 54
2024
Q4 		$1.88M Buy
+11,199
New +$1.91M 0.47% 55
2024
Q2 		– Sell
-10,638
Closed -$1.73M – 200
2024
Q1 		$1.73M Buy
10,638
+4,247
+66% +$666K 0.55% 50
2023
Q4 		$936K Sell
6,391
-71
-1% -$10.5K 0.34% 73
2023
Q3 		$942K Buy
+6,462
New +$987K 0.39% 63
2023
Q2 		– Sell
-86,278
Closed -$12.8M – 148
2023
Q1 		$12.8M Buy
86,278
+79,957
+1,265% +$11.4M 5.8% 2
2022
Q4 		$958K Hold
6,321
– – 0.4% 66
2022
Q3 		$798K Sell
6,321
-86,754
-93% -$12.3M 0.38% 70
2022
Q2 		$13.4M Buy
93,075
+86,768
+1,376% +$13M 5.95% 2
2022
Q1 		$964K Sell
6,307
-87,255
-93% -$13.7M 0.4% 62
2021
Q4 		$15.3M Buy
93,562
+87,367
+1,410% +$13M 5.49% 3
2021
Q3 		$866K Sell
6,195
-690
-10% -$97.8K 0.37% 62
2021
Q2 		$929K Buy
6,885
+602
+10% +$81.5K 0.49% 48
2021
Q1 		$851K Sell
6,283
-8
-0.1% -$1.04K 0.4% 54
2020
Q4 		$875K Sell
6,291
-303
-5% -$42.3K 0.45% 50
2020
Q3 		$916K Sell
6,594
-61
-0.9% -$8.1K 0.52% 42
2020
Q2 		$796K Hold
6,655
– – 0.48% 48
2020
Q1 		$732K Buy
6,655
+4,161
+167% +$499K 0.51% 41
2019
Q4 		$311K Buy
+2,494
New +$305K 0.21% 79

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BCS Wealth Management's PG Position: Q2 2026 in Review

BCS Wealth Management held its Procter & Gamble (PG) position steady in Q2 2026 at 95,712 shares worth $14M. The position accounts for 2.53% of the portfolio, ranked #5.

BCS Wealth Management first reported a position in PG in Q4 2019 and has held it in 24 quarters since. The position peaked at $27.6M in Q4 2025. 3,998 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • BCS Wealth Management held 95,712 shares of Procter & Gamble worth $14M as of Q2 2026.
  • BCS Wealth Management left its Procter & Gamble share count unchanged in Q2 2026.
  • Procter & Gamble made up 2.53% of BCS Wealth Management's portfolio in Q2 2026, its #5 holding.
  • BCS Wealth Management first reported a position in Procter & Gamble in Q4 2019 and has held it in 24 quarters since.
  • BCS Wealth Management's Procter & Gamble position peaked at $27.6M in Q4 2025.
  • 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.