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Beam Wealth Advisors’s Procter & Gamble PG Stock Holding History

Beam Wealth Advisors’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 		$1.47M Buy
+10,017
New +$1.46M 0.32% 60
2026
Q1 		– Sell
-10,040
Closed -$1.44M – 115
2025
Q4 		$1.44M Sell
10,040
-719
-7% -$106K 0.39% 54
2025
Q3 		$1.65M Sell
10,759
-21
-0.2% -$3.28K 0.45% 49
2025
Q2 		$1.72M Sell
10,780
-29
-0.3% -$4.73K 0.51% 50
2025
Q1 		$1.84M Sell
10,809
-555
-5% -$93K 0.62% 41
2024
Q4 		$1.91M Buy
11,364
+221
+2% +$37.6K 0.6% 42
2024
Q3 		$1.93M Buy
11,143
+255
+2% +$43.3K 0.58% 37
2024
Q2 		$1.8M Buy
10,888
+9,142
+524% +$1.49M 0.6% 38
2024
Q1 		$283K Sell
1,746
-690
-28% -$108K 0.17% 90
2023
Q4 		$357K Buy
2,436
+27
+1% +$4K 0.23% 69
2023
Q3 		$351K Buy
2,409
+61
+3% +$9.32K 0.25% 65
2023
Q2 		$356K Buy
2,348
+670
+40% +$101K 0.25% 69
2023
Q1 		$250K Sell
1,678
-152
-8% -$21.7K 0.25% 83
2022
Q4 		$277K Buy
1,830
+175
+11% +$24.5K 0.29% 76
2022
Q3 		$209K Buy
1,655
+126
+8% +$17.9K 0.23% 94
2022
Q2 		$220K Buy
1,529
+173
+13% +$26K 0.24% 93
2022
Q1 		$207K Sell
1,356
-32
-2% -$5.01K 0.24% 86
2021
Q4 		$227K Sell
1,388
-275
-17% -$40.8K 0.26% 80
2021
Q3 		$232K Buy
1,663
+126
+8% +$17.9K 0.2% 123
2021
Q2 		$207K Buy
+1,537
New +$208K 0.18% 130
2020
Q4 		– Sell
-2,342
Closed -$326K – 141
2020
Q3 		$326K Buy
2,342
+94
+4% +$12.5K 0.31% 93
2020
Q2 		$273K Sell
2,248
-462
-17% -$53.9K 0.27% 100
2020
Q1 		$298K Buy
2,710
+275
+11% +$33K 0.3% 106
2019
Q4 		$304K Buy
+2,435
New +$298K 0.28% 111

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

Beam Wealth Advisors's PG Position: Q2 2026 in Review

Beam Wealth Advisors opened a new position in Procter & Gamble (PG) in Q2 2026: 10,017 shares worth $1.47M. The stake represents 0.32% of the portfolio and ranks #60 among its holdings. This is a return to the name: Beam Wealth Advisors previously reported a position in PG as recently as Q4 2025.

Beam Wealth Advisors first reported a position in PG in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.93M in Q3 2024. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Beam Wealth Advisors held 10,017 shares of Procter & Gamble worth $1.47M as of Q2 2026.
  • Procter & Gamble was a new Beam Wealth Advisors position in Q2 2026.
  • Procter & Gamble made up 0.32% of Beam Wealth Advisors's portfolio in Q2 2026, its #60 holding.
  • Beam Wealth Advisors first reported a position in Procter & Gamble in Q4 2019 and has held it in 24 quarters since.
  • Beam Wealth Advisors's Procter & Gamble position peaked at $1.93M in Q3 2024.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.