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

Core 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	$314K	Buy	2,177 +90	+4%	+$13.6K	0.1%	24
2025 Q4	$299K	Sell	2,087 -23	-1%	-$3.39K	0.09%	27
2025 Q3	$324K	Buy	2,110 +751	+55%	+$117K	0.1%	25
2025 Q2	$217K	Buy	1,359 +28	+2%	+$4.57K	0.08%	29
2025 Q1	$227K	Sell	1,331 -9	-0.7%	-$1.51K	0.09%	27
2024 Q4	$225K	Sell	1,340 -13	-1%	-$2.21K	0.09%	26
2024 Q3	$223K	Hold	1,353	–	–	0.09%	23
2024 Q2	$223K	Sell	1,353 -51	-4%	-$8.34K	0.09%	23
2024 Q1	$228K	Buy	+1,404	New	+$220K	0.1%	19
2023 Q3	–	Sell	-2,007	Closed	-$305K	–	25
2023 Q2	$305K	Hold	2,007	–	–	0.15%	17
2023 Q1	$298K	Hold	2,007	–	–	0.16%	14
2022 Q4	$304K	Buy	+2,007	New	+$281K	0.17%	14

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

Core Wealth Management's PG Position: Q1 2026 in Review

Core Wealth Management increased its Procter & Gamble (PG) stake by 4.3% in Q1 2026, buying an estimated $13.6K and bringing the position to 2,177 shares worth $314K. The position accounts for 0.1% of the portfolio, ranked #24.

Core Wealth Management first reported a position in PG in Q4 2022 and has held it in 12 quarters since. The position peaked at $324K in Q3 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Core Wealth Management held 2,177 shares of Procter & Gamble worth $314K as of Q1 2026.
Core Wealth Management bought 90 Procter & Gamble shares in Q1 2026, an estimated $13.6K.
Procter & Gamble made up 0.1% of Core Wealth Management's portfolio in Q1 2026, its #24 holding.
Core Wealth Management first reported a position in Procter & Gamble in Q4 2022 and has held it in 12 quarters since.
Core Wealth Management's Procter & Gamble position peaked at $324K in Q3 2025.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Core Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.