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BIP Wealth’s Procter & Gamble PG Stock Holding History

BIP Wealth’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 		$2.83M Sell
19,594
-344
-2% -$52.2K 0.12% 112
2025
Q4 		$2.86M Buy
19,938
+11,053
+124% +$1.63M 0.1% 120
2025
Q3 		$1.37M Buy
8,885
+1,878
+27% +$293K 0.07% 104
2025
Q2 		$1.12M Sell
7,007
-1,778
-20% -$290K 0.07% 91
2025
Q1 		$1.5M Sell
8,785
-390
-4% -$65.3K 0.1% 75
2024
Q4 		$1.54M Sell
9,175
-420
-4% -$71.5K 0.1% 76
2024
Q3 		$1.66M Buy
9,595
+4,646
+94% +$789K 0.11% 67
2024
Q2 		$816K Sell
4,949
-82
-2% -$13.4K 0.07% 89
2024
Q1 		$816K Buy
5,031
+150
+3% +$23.5K 0.06% 95
2023
Q4 		$715K Buy
4,881
+1,245
+34% +$184K 0.06% 92
2023
Q3 		$530K Buy
3,636
+119
+3% +$18.2K 0.05% 104
2023
Q2 		$534K Sell
3,517
-1,398
-28% -$211K 0.04% 102
2023
Q1 		$731K Buy
+4,915
New +$703K 0.08% 88

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

BIP Wealth's PG Position: Q1 2026 in Review

BIP Wealth reduced its Procter & Gamble (PG) stake by 1.7% in Q1 2026, selling an estimated $52.2K and leaving 19,594 shares worth $2.83M. The position accounts for 0.12% of the portfolio, ranked #112.

BIP Wealth first reported a position in PG in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.86M in Q4 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • BIP Wealth held 19,594 shares of Procter & Gamble worth $2.83M as of Q1 2026.
  • BIP Wealth sold 344 Procter & Gamble shares in Q1 2026, an estimated $52.2K.
  • Procter & Gamble made up 0.12% of BIP Wealth's portfolio in Q1 2026, its #112 holding.
  • BIP Wealth first reported a position in Procter & Gamble in Q1 2023 and has held it in 13 quarters since.
  • BIP Wealth's Procter & Gamble position peaked at $2.86M in Q4 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.