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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BWM Planning's PG Position: Q1 2026 in Review

BWM Planning sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 1,421 shares — an estimated $204K sold.

BWM Planning first reported a position in PG in Q4 2025 and held it in 1 quarter. The position peaked at $204K in Q4 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

BWM Planning reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
BWM Planning sold 1,421 Procter & Gamble shares in Q1 2026, an estimated $204K.
BWM Planning first reported a position in Procter & Gamble in Q4 2025 and held it in 1 quarter.
BWM Planning's Procter & Gamble position peaked at $204K in Q4 2025.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.