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

BlackDiamond 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 		$825K Buy
5,715
+163
+3% +$24.7K 0.4% 59
2025
Q4 		$873K Buy
5,552
+2,959
+114% +$436K 0.43% 54
2025
Q3 		$398K Sell
2,593
-133
-5% -$20.8K 0.22% 89
2025
Q2 		$439K Buy
2,726
+433
+19% +$70.7K 0.25% 74
2025
Q1 		$362K Sell
2,293
-62
-3% -$10.4K 0.24% 74
2024
Q4 		$395K Buy
2,355
+7
+0.3% +$1.19K 0.23% 95
2024
Q3 		$389K Buy
2,348
+342
+17% +$58.1K 0.24% 98
2024
Q2 		$343K Buy
2,006
+62
+3% +$10.1K 0.23% 97
2024
Q1 		$315K Buy
1,944
+194
+11% +$30.4K 0.22% 101
2023
Q4 		$277K Buy
1,750
+209
+14% +$31K 0.2% 104
2023
Q3 		$230K Buy
1,541
+29
+2% +$4.43K 0.21% 109
2023
Q2 		$233K Buy
1,512
+159
+12% +$24K 0.2% 114
2023
Q1 		$212K Buy
+1,353
New +$193K 0.22% 105

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

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

BlackDiamond Wealth Management increased its Procter & Gamble (PG) stake by 2.9% in Q1 2026, buying an estimated $24.7K and bringing the position to 5,715 shares worth $825K. The position accounts for 0.4% of the portfolio, ranked #59.

BlackDiamond Wealth Management first reported a position in PG in Q1 2023 and has held it in 13 quarters since. The position peaked at $873K in Q4 2025. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • BlackDiamond Wealth Management held 5,715 shares of Procter & Gamble worth $825K as of Q1 2026.
  • BlackDiamond Wealth Management bought 163 Procter & Gamble shares in Q1 2026, an estimated $24.7K.
  • Procter & Gamble made up 0.4% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #59 holding.
  • BlackDiamond Wealth Management first reported a position in Procter & Gamble in Q1 2023 and has held it in 13 quarters since.
  • BlackDiamond Wealth Management's Procter & Gamble position peaked at $873K in Q4 2025.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.