BWM
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Bernard Wealth Management’s Procter & Gamble PG Stock Holding History

Bernard 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 		$30.3K Hold
210
– – 0.01% 157
2025
Q4 		$30.1K Hold
210
– – 0.01% 154
2025
Q3 		$32.3K Hold
210
– – 0.01% 151
2025
Q2 		$33.5K Sell
210
-165
-44% -$26.9K 0.02% 145
2025
Q1 		$63.9K Buy
375
+63
+20% +$10.6K 0.03% 107
2024
Q4 		$52.3K Buy
+312
New +$53.1K 0.02% 121

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

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

Bernard Wealth Management held its Procter & Gamble (PG) position steady in Q1 2026 at 210 shares worth $30.3K. The position accounts for 0.01% of the portfolio, ranked #157.

Bernard Wealth Management first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $63.9K in Q1 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Bernard Wealth Management held 210 shares of Procter & Gamble worth $30.3K as of Q1 2026.
  • Bernard Wealth Management left its Procter & Gamble share count unchanged in Q1 2026.
  • Procter & Gamble made up 0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #157 holding.
  • Bernard Wealth Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's Procter & Gamble position peaked at $63.9K in Q1 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.