Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Procter & Gamble PG Stock Holding History

Carson Wealth (CWM LLC)’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 		$108M Buy
750,348
+64,414
+9% +$9.77M 0.28% 74
2025
Q4 		$98.3M Buy
685,934
+36,980
+6% +$5.45M 0.27% 73
2025
Q3 		$99.7M Buy
648,954
+123,117
+23% +$19.2M 0.3% 67
2025
Q2 		$83.8M Buy
525,837
+36,752
+8% +$6M 0.3% 64
2025
Q1 		$83.3M Sell
489,085
-6,908
-1% -$1.16M 0.33% 60
2024
Q4 		$83.2M Buy
495,993
+19,736
+4% +$3.36M 0.35% 51
2024
Q3 		$82.5M Buy
476,257
+19,121
+4% +$3.25M 0.35% 50
2024
Q2 		$75.4M Buy
457,136
+6,841
+2% +$1.12M 0.36% 48
2024
Q1 		$73.1M Buy
450,295
+11,525
+3% +$1.81M 0.36% 50
2023
Q4 		$64.3M Buy
438,770
+23,132
+6% +$3.43M 0.35% 54
2023
Q3 		$60.6M Buy
415,638
+10,024
+2% +$1.53M 0.37% 51
2023
Q2 		$61.5M Buy
405,614
+29,458
+8% +$4.44M 0.38% 49
2023
Q1 		$55.9M Buy
376,156
+23,847
+7% +$3.41M 0.38% 48
2022
Q4 		$53.4M Buy
352,309
+31,142
+10% +$4.37M 0.39% 52
2022
Q3 		$40.5M Buy
321,167
+10,732
+3% +$1.52M 0.32% 58
2022
Q2 		$44.6M Buy
310,435
+14,427
+5% +$2.17M 0.35% 58
2022
Q1 		$45.2M Buy
296,008
+7,175
+2% +$1.12M 0.32% 55
2021
Q4 		$47.2M Buy
+288,833
New +$42.9M 0.33% 54
2021
Q2 		$37.4M Hold
277,269
– – 0.3% 53
2021
Q1 		$37.4M Hold
277,269
– – 0.3% 53
2020
Q4 		$37.4M Hold
277,269
– – 0.3% 53
2020
Q3 		$37.4M Hold
277,269
– – 0.3% 53
2020
Q2 		$37.4M Hold
277,269
– – 0.3% 53
2020
Q1 		$37.4M Hold
277,269
– – 0.3% 53
2019
Q4 		$37.4M Hold
277,269
– – 0.3% 53
2019
Q3 		$37.4M Hold
277,269
– – 0.3% 53
2019
Q2 		$37.4M Hold
277,269
– – 0.3% 53
2019
Q1 		$37.4M Buy
277,269
+90,115
+48% +$8.77M 0.3% 53
2018
Q4 		$17.2M Buy
187,154
+40,715
+28% +$3.64M 0.43% 56
2018
Q3 		$12.2M Buy
146,439
+128,637
+723% +$10.5M 0.31% 87
2018
Q2 		$1.39M Buy
17,802
+882
+5% +$66.4K 0.05% 246
2018
Q1 		$1.34M Buy
16,920
+503
+3% +$41.9K 0.05% 207
2017
Q4 		$1.51M Buy
16,417
+3,368
+26% +$303K 0.07% 200
2017
Q3 		$1.19M Buy
13,049
+608
+5% +$55.4K 0.06% 192
2017
Q2 		$1.08M Buy
12,441
+1,618
+15% +$143K 0.06% 190
2017
Q1 		$972K Buy
10,823
+1,523
+16% +$135K 0.06% 186
2016
Q4 		$782K Buy
9,300
+4,359
+88% +$372K 0.05% 193
2016
Q3 		$443K Buy
4,941
+2,741
+125% +$238K 0.03% 209
2016
Q2 		$186K Sell
2,200
-263
-11% -$21.6K 0.01% 247
2016
Q1 		$203K Buy
2,463
+496
+25% +$40K 0.02% 229
2015
Q4 		$156K Buy
1,967
+700
+55% +$53.5K 0.02% 240
2015
Q3 		$91K Buy
+1,267
New +$95K 0.01% 245
2014
Q1 		– Sell
-518
Closed -$42K – 397
2013
Q4 		$42K Buy
518
+228
+79% +$18.6K 0.01% 284
2013
Q3 		$22K Buy
+290
New +$23.1K 0.01% 261

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
VPM
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 $654B AUM 26.35% 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 $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Procter & Gamble (PG) stake by 9.4% in Q1 2026, buying an estimated $9.77M and bringing the position to 750,348 shares worth $108M. The position accounts for 0.28% of the portfolio, ranked #74.

Carson Wealth (CWM LLC) first reported a position in PG in Q3 2013 and has held it in 44 quarters since. 4,003 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 750,348 shares of Procter & Gamble worth $108M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 64,414 Procter & Gamble shares in Q1 2026, an estimated $9.77M.
  • Procter & Gamble made up 0.28% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #74 holding.
  • Carson Wealth (CWM LLC) first reported a position in Procter & Gamble in Q3 2013 and has held it in 44 quarters since.
  • 4,003 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.