BWM Planning’s Procter & Gamble PG Stock Holding History

BWM Planning’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	$223K	Buy	+1,520	New	+$221K	0.05%	96
2026 Q1	–	Sell	-1,421	Closed	-$204K	–	91
2025 Q4	$204K	Buy	+1,421	New	+$210K	0.05%	91

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BWM Planning's PG Position: Q2 2026 in Review

BWM Planning opened a new position in Procter & Gamble (PG) in Q2 2026: 1,520 shares worth $223K. The stake represents 0.05% of the portfolio and ranks #96 among its holdings. This is a return to the name: BWM Planning previously reported a position in PG as recently as Q4 2025.

BWM Planning first reported a position in PG in Q4 2025 and has held it in 2 quarters since. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

BWM Planning held 1,520 shares of Procter & Gamble worth $223K as of Q2 2026.
Procter & Gamble was a new BWM Planning position in Q2 2026.
Procter & Gamble made up 0.05% of BWM Planning's portfolio in Q2 2026, its #96 holding.
BWM Planning first reported a position in Procter & Gamble in Q4 2025 and has held it in 2 quarters since.
4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.