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Blue Bell Private Wealth Management’s Procter & Gamble PG Stock Holding History

Blue Bell Private 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 		$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

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

Blue Bell Private Wealth Management's PG Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its Procter & Gamble (PG) stake by 18% in Q1 2026, buying an estimated $40.6K and bringing the position to 1,785 shares worth $258K. The position accounts for 0.04% of the portfolio, ranked #242.

Blue Bell Private Wealth Management first reported a position in PG in Q4 2013 and has held it in 30 quarters since. The position peaked at $873K in Q4 2014. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Blue Bell Private Wealth Management held 1,785 shares of Procter & Gamble worth $258K as of Q1 2026.
  • Blue Bell Private Wealth Management bought 268 Procter & Gamble shares in Q1 2026, an estimated $40.6K.
  • Procter & Gamble made up 0.04% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #242 holding.
  • Blue Bell Private Wealth Management first reported a position in Procter & Gamble in Q4 2013 and has held it in 30 quarters since.
  • Blue Bell Private Wealth Management's Procter & Gamble position peaked at $873K in Q4 2014.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.