BLWM
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Bucket List Wealth Management’s Procter & Gamble PG Stock Holding History

Bucket List 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 		– Sell
-1,879
Closed -$269K – 69
2025
Q4 		$269K Buy
+1,879
New +$277K 0.16% 49

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bucket List Wealth Management's PG Position: Q1 2026 in Review

Bucket List Wealth Management sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 1,879 shares — an estimated $269K sold.

Bucket List Wealth Management first reported a position in PG in Q4 2025 and held it in 1 quarter. The position peaked at $269K in Q4 2025. 4,007 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Bucket List Wealth Management reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
  • Bucket List Wealth Management sold 1,879 Procter & Gamble shares in Q1 2026, an estimated $269K.
  • Bucket List Wealth Management first reported a position in Procter & Gamble in Q4 2025 and held it in 1 quarter.
  • Bucket List Wealth Management's Procter & Gamble position peaked at $269K in Q4 2025.
  • 4,007 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Bucket List Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.