BWM
PG icon

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
Q2 		$1.71M Buy
11,641
+1,974
+20% +$287K 0.67% 28
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 $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

Birchcreek Wealth Management's PG Position: Q2 2026 in Review

Birchcreek Wealth Management increased its Procter & Gamble (PG) stake by 20% in Q2 2026, buying an estimated $287K and bringing the position to 11,641 shares worth $1.71M. The position accounts for 0.67% of the portfolio, ranked #28.

Birchcreek Wealth Management first reported a position in PG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.91M in Q1 2024. 4,021 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Birchcreek Wealth Management held 11,641 shares of Procter & Gamble worth $1.71M as of Q2 2026.
  • Birchcreek Wealth Management bought 1,974 Procter & Gamble shares in Q2 2026, an estimated $287K.
  • Procter & Gamble made up 0.67% of Birchcreek Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Birchcreek Wealth Management first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
  • Birchcreek Wealth Management's Procter & Gamble position peaked at $1.91M in Q1 2024.
  • 4,021 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.