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Bell & Brown Wealth Advisors’s Procter & Gamble PG Stock Holding History

Bell & Brown 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
Q1 		$2.75M Buy
19,061
+526
+3% +$79.7K 0.89% 43
2025
Q4 		$2.66M Buy
18,535
+304
+2% +$44.8K 0.85% 40
2025
Q3 		$2.8M Buy
18,231
+164
+0.9% +$25.6K 0.92% 42
2025
Q2 		$2.88M Buy
18,067
+219
+1% +$35.7K 1.03% 38
2025
Q1 		$3.04M Buy
17,848
+487
+3% +$81.6K 1.19% 37
2024
Q4 		$2.91M Buy
17,361
+477
+3% +$81.2K 1.08% 35
2024
Q3 		$2.92M Buy
16,884
+300
+2% +$50.9K 1.14% 37
2024
Q2 		$2.74M Buy
16,584
+597
+4% +$97.6K 1.05% 33
2024
Q1 		$2.59M Buy
15,987
+345
+2% +$54.1K 1.11% 35
2023
Q4 		$2.29M Buy
+15,642
New +$2.32M 1.06% 39
2023
Q2 		$2.36M Sell
15,529
-61
-0.4% -$9.19K 1.18% 37
2023
Q1 		$2.32M Sell
15,590
-5
-0% -$715 1.24% 38
2022
Q4 		$2.36M Buy
15,595
+153
+1% +$21.4K 1.3% 36
2022
Q3 		$1.95M Sell
15,442
-321
-2% -$45.6K 1.2% 36
2022
Q2 		$2.27M Buy
15,763
+108
+0.7% +$16.2K 1.21% 33
2022
Q1 		$2.39M Buy
15,655
+233
+2% +$36.5K 1.08% 37
2021
Q4 		$2.46M Buy
15,422
+768
+5% +$114K 1.19% 37
2021
Q3 		$2.05M Buy
+14,654
New +$2.08M 1.1% 36
2020
Q3 		$1.7M Sell
11,819
-304
-3% -$40.4K 1.23% 32
2020
Q2 		$1.62M Sell
12,123
-109
-0.9% -$12.7K 1.26% 30
2020
Q1 		$1.42M Sell
12,232
-36
-0.3% -$4.32K 1.31% 32
2019
Q4 		$1.54M Sell
12,268
-529
-4% -$64.7K 1.15% 33
2019
Q3 		$1.58M Sell
12,797
-15
-0.1% -$1.77K 1.3% 34
2019
Q2 		$1.41M Sell
12,812
-356
-3% -$37.9K 1.24% 34
2019
Q1 		$1.37M Buy
13,168
+121
+0.9% +$11.8K 1.25% 32
2018
Q4 		$1.2M Sell
13,047
-333
-2% -$29.8K 1.28% 32
2018
Q3 		$1.19M Buy
13,380
+1,570
+13% +$128K 1.1% 38
2018
Q2 		$922K Buy
11,810
+6,937
+142% +$522K 0.91% 46
2018
Q1 		$352K Buy
4,873
+102
+2% +$8.5K 0.37% 70
2017
Q4 		$438K Buy
+4,771
New +$429K 0.45% 68

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

Bell & Brown Wealth Advisors's PG Position: Q1 2026 in Review

Bell & Brown Wealth Advisors increased its Procter & Gamble (PG) stake by 2.8% in Q1 2026, buying an estimated $79.7K and bringing the position to 19,061 shares worth $2.75M. The position accounts for 0.89% of the portfolio, ranked #43.

Bell & Brown Wealth Advisors first reported a position in PG in Q4 2017 and has held it in 30 quarters since. The position peaked at $3.04M in Q1 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Bell & Brown Wealth Advisors held 19,061 shares of Procter & Gamble worth $2.75M as of Q1 2026.
  • Bell & Brown Wealth Advisors bought 526 Procter & Gamble shares in Q1 2026, an estimated $79.7K.
  • Procter & Gamble made up 0.89% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #43 holding.
  • Bell & Brown Wealth Advisors first reported a position in Procter & Gamble in Q4 2017 and has held it in 30 quarters since.
  • Bell & Brown Wealth Advisors's Procter & Gamble position peaked at $3.04M in Q1 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.