BWM
PG icon

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

BKM 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 		$1.73M Buy
11,805
+564
+5% +$82.1K 0.61% 46
2026
Q1 		$1.62M Buy
11,241
+289
+3% +$43.8K 0.59% 53
2025
Q4 		$1.57M Buy
10,952
+1,341
+14% +$198K 0.57% 53
2025
Q3 		$1.48M Buy
9,611
+91
+1% +$14.2K 0.54% 56
2025
Q2 		$1.52M Sell
9,520
-134
-1% -$21.9K 0.59% 53
2025
Q1 		$1.65M Sell
9,654
-396
-4% -$66.3K 0.68% 50
2024
Q4 		$1.68M Buy
10,050
+36
+0.4% +$6.13K 0.69% 42
2024
Q3 		$1.73M Sell
10,014
-7,620
-43% -$1.29M 0.71% 42
2024
Q2 		$2.91M Buy
17,634
+386
+2% +$63.1K 1.4% 16
2024
Q1 		$2.8M Buy
17,248
+1,137
+7% +$178K 1.2% 19
2023
Q4 		$2.36M Buy
+16,111
New +$2.39M 1.01% 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

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

BKM Wealth Management increased its Procter & Gamble (PG) stake by 5% in Q2 2026, buying an estimated $82.1K and bringing the position to 11,805 shares worth $1.73M. The position accounts for 0.61% of the portfolio, ranked #46.

BKM Wealth Management first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.91M in Q2 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • BKM Wealth Management held 11,805 shares of Procter & Gamble worth $1.73M as of Q2 2026.
  • BKM Wealth Management bought 564 Procter & Gamble shares in Q2 2026, an estimated $82.1K.
  • Procter & Gamble made up 0.61% of BKM Wealth Management's portfolio in Q2 2026, its #46 holding.
  • BKM Wealth Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • BKM Wealth Management's Procter & Gamble position peaked at $2.91M in Q2 2024.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.