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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BKM Wealth Management increased its Procter & Gamble (PG) stake by 2.6% in Q1 2026, buying an estimated $43.8K and bringing the position to 11,241 shares worth $1.62M. The position accounts for 0.59% of the portfolio, ranked #53.

BKM Wealth Management first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.91M in Q2 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

BKM Wealth Management held 11,241 shares of Procter & Gamble worth $1.62M as of Q1 2026.
BKM Wealth Management bought 289 Procter & Gamble shares in Q1 2026, an estimated $43.8K.
Procter & Gamble made up 0.59% of BKM Wealth Management's portfolio in Q1 2026, its #53 holding.
BKM Wealth Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
BKM Wealth Management's Procter & Gamble position peaked at $2.91M in Q2 2024.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.