Blue Bell Private Wealth Management’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $919K | Buy |
6,267
+4,482
| +251% | +$652K | 0.11% | 124 |
|
|
2026
Q1 | $258K | Buy |
1,785
+268
| +18% | +$40.6K | 0.04% | 242 |
|
|
2025
Q4 | $217K | Buy |
1,517
+164
| +12% | +$24.2K | 0.03% | 247 |
|
|
2025
Q3 | $208K | Sell |
1,353
-227
| -14% | -$35.5K | 0.03% | 243 |
|
|
2025
Q2 | $252K | Buy |
1,580
+187
| +13% | +$30.5K | 0.04% | 210 |
|
|
2025
Q1 | $237K | Buy |
1,393
+44
| +3% | +$7.37K | 0.05% | 197 |
|
|
2024
Q4 | $226K | Sell |
1,349
-30
| -2% | -$5.11K | 0.04% | 197 |
|
|
2024
Q3 | $239K | Buy |
1,379
+103
| +8% | +$17.5K | 0.05% | 195 |
|
|
2024
Q2 | $210K | Buy |
1,276
+29
| +2% | +$4.74K | 0.04% | 191 |
|
|
2024
Q1 | $202K | Buy |
1,247
+9
| +0.7% | +$1.41K | 0.04% | 185 |
|
|
2023
Q4 | $181K | Buy |
1,238
+77
| +7% | +$11.4K | 0.04% | 176 |
|
|
2023
Q3 | $169K | Buy |
1,161
+74
| +7% | +$11.3K | 0.05% | 160 |
|
|
2023
Q2 | $165K | Buy |
1,087
+337
| +45% | +$50.8K | 0.04% | 150 |
|
|
2023
Q1 | $112K | Hold |
750
| – | – | 0.03% | 168 |
|
|
2022
Q4 | $114K | Hold |
750
| – | – | 0.04% | 153 |
|
|
2022
Q3 | $95K | Sell |
750
-25
| -3% | -$3.55K | 0.03% | 159 |
|
|
2022
Q2 | $111K | Hold |
775
| – | – | 0.04% | 148 |
|
|
2022
Q1 | $118K | Hold |
775
| – | – | 0.03% | 148 |
|
|
2021
Q4 | $127K | Buy |
+775
| New | +$115K | 0.03% | 141 |
|
|
2016
Q4 | – | Sell |
-9,525
| Closed | -$855K | – | 364 |
|
|
2016
Q3 | $855K | Sell |
9,525
-65
| -0.7% | -$5.64K | 0.5% | 35 |
|
|
2016
Q2 | $812K | Hold |
9,590
| – | – | 0.52% | 31 |
|
|
2016
Q1 | $789K | Hold |
9,590
| – | – | 0.54% | 30 |
|
|
2015
Q4 | $762K | Hold |
9,590
| – | – | 0.52% | 32 |
|
|
2015
Q3 | $690K | Hold |
9,590
| – | – | 0.48% | 41 |
|
|
2015
Q2 | $750K | Hold |
9,590
| – | – | 0.45% | 37 |
|
|
2015
Q1 | $785K | Hold |
9,590
| – | – | 0.47% | 37 |
|
|
2014
Q4 | $873K | Hold |
9,590
| – | – | 0.51% | 33 |
|
|
2014
Q3 | $803K | Hold |
9,590
| – | – | 0.48% | 36 |
|
|
2014
Q2 | $754K | Hold |
9,590
| – | – | 0.46% | 39 |
|
|
2014
Q1 | $773K | Hold |
9,590
| – | – | 0.52% | 35 |
|
|
2013
Q4 | $781K | Buy |
+9,590
| New | +$781K | 0.6% | 33 |
|
Other funds holding PG
Blue Bell Private Wealth Management's PG Position: Q2 2026 in Review
Blue Bell Private Wealth Management increased its Procter & Gamble (PG) stake by 251% in Q2 2026, buying an estimated $652K and bringing the position to 6,267 shares worth $919K. The position accounts for 0.11% of the portfolio, ranked #124.
Blue Bell Private Wealth Management first reported a position in PG in Q4 2013 and has held it in 31 quarters since. 4,019 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- Blue Bell Private Wealth Management held 6,267 shares of Procter & Gamble worth $919K as of Q2 2026.
- Blue Bell Private Wealth Management bought 4,482 Procter & Gamble shares in Q2 2026, an estimated $652K.
- Procter & Gamble made up 0.11% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #124 holding.
- Blue Bell Private Wealth Management first reported a position in Procter & Gamble in Q4 2013 and has held it in 31 quarters since.
- 4,019 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.