BWM
PG icon

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

Bullock 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
Q2 		$179K Buy
1,212
+17
+1% +$2.47K 0.08% 185
2026
Q1 		$172K Sell
1,195
-2,060
-63% -$312K 0.09% 176
2025
Q4 		$466K Buy
3,255
+183
+6% +$27K 0.23% 93
2025
Q3 		$471K Sell
3,072
-8
-0.3% -$1.25K 0.23% 97
2025
Q2 		$496K Sell
3,080
-86
-3% -$14K 0.26% 92
2025
Q1 		$540K Sell
3,166
-610
-16% -$102K 0.3% 81
2024
Q4 		$633K Sell
3,776
-648
-15% -$110K 0.37% 60
2024
Q3 		$765K Buy
4,424
+69
+2% +$11.7K 0.46% 54
2024
Q2 		$709K Sell
4,355
-90
-2% -$14.7K 0.46% 53
2024
Q1 		$714K Buy
+4,445
New +$697K 0.48% 54

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 $3.38T AUM 44.17% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bullock Wealth Management's PG Position: Q2 2026 in Review

Bullock Wealth Management increased its Procter & Gamble (PG) stake by 1.4% in Q2 2026, buying an estimated $2.47K and bringing the position to 1,212 shares worth $179K. The position accounts for 0.08% of the portfolio, ranked #185.

Bullock Wealth Management first reported a position in PG in Q1 2024 and has held it in 10 quarters since. The position peaked at $765K in Q3 2024. 4,040 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Bullock Wealth Management held 1,212 shares of Procter & Gamble worth $179K as of Q2 2026.
  • Bullock Wealth Management bought 17 Procter & Gamble shares in Q2 2026, an estimated $2.47K.
  • Procter & Gamble made up 0.08% of Bullock Wealth Management's portfolio in Q2 2026, its #185 holding.
  • Bullock Wealth Management first reported a position in Procter & Gamble in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Procter & Gamble position peaked at $765K in Q3 2024.
  • 4,040 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.