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

Birchcreek 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 		$1.4M Sell
9,667
-445
-4% -$67.5K 0.67% 27
2025
Q4 		$1.45M Sell
10,112
-53
-0.5% -$7.82K 0.71% 25
2025
Q3 		$1.56M Sell
10,165
-471
-4% -$73.6K 0.81% 22
2025
Q2 		$1.69M Sell
10,636
-173
-2% -$28.2K 0.96% 20
2025
Q1 		$1.84M Sell
10,809
-297
-3% -$49.7K 1.16% 17
2024
Q4 		$1.86M Buy
11,106
+530
+5% +$90.3K 1.17% 17
2024
Q3 		$1.83M Sell
10,576
-62
-0.6% -$10.5K 1.2% 17
2024
Q2 		$1.75M Sell
10,638
-1,152
-10% -$188K 0.99% 22
2024
Q1 		$1.91M Buy
11,790
+101
+0.9% +$15.8K 1.01% 19
2023
Q4 		$1.71M Sell
11,689
-64
-0.5% -$9.48K 1.02% 21
2023
Q3 		$1.71M Buy
11,753
+24
+0.2% +$3.67K 1.16% 21
2023
Q2 		$1.78M Sell
11,729
-237
-2% -$35.7K 1.24% 19
2023
Q1 		$1.78M Buy
11,966
+1,535
+15% +$219K 1.41% 20
2022
Q4 		$1.58M Hold
10,431
– – 1.41% 19
2022
Q3 		$1.32M Sell
10,431
-18
-0.2% -$2.56K 1.22% 21
2022
Q2 		$1.5M Buy
10,449
+876
+9% +$132K 1.35% 19
2022
Q1 		$1.46M Buy
9,573
+106
+1% +$16.6K 1.3% 23
2021
Q4 		$1.55M Buy
9,467
+200
+2% +$29.7K 1.35% 20
2021
Q3 		$1.3M Sell
9,267
-272
-3% -$38.6K 1.21% 22
2021
Q2 		$1.29M Sell
9,539
-17
-0.2% -$2.3K 1.24% 22
2021
Q1 		$1.29M Buy
9,556
+469
+5% +$61.2K 1.37% 22
2020
Q4 		$1.26M Buy
+9,087
New +$1.27M 1.24% 21

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

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

Birchcreek Wealth Management reduced its Procter & Gamble (PG) stake by 4.4% in Q1 2026, selling an estimated $67.5K and leaving 9,667 shares worth $1.4M. The position accounts for 0.67% of the portfolio, ranked #27.

Birchcreek Wealth Management first reported a position in PG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.91M in Q1 2024. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Birchcreek Wealth Management held 9,667 shares of Procter & Gamble worth $1.4M as of Q1 2026.
  • Birchcreek Wealth Management sold 445 Procter & Gamble shares in Q1 2026, an estimated $67.5K.
  • Procter & Gamble made up 0.67% of Birchcreek Wealth Management's portfolio in Q1 2026, its #27 holding.
  • Birchcreek Wealth Management first reported a position in Procter & Gamble in Q4 2020 and has held it in 22 quarters since.
  • Birchcreek Wealth Management's Procter & Gamble position peaked at $1.91M in Q1 2024.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.