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Eads & Heald Wealth Management’s Procter & Gamble PG Stock Holding History

Eads & Heald 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 		$2.11M Buy
14,624
+501
+4% +$76K 1.05% 37
2025
Q4 		$2.02M Sell
14,123
-78
-0.5% -$11.5K 0.98% 37
2025
Q3 		$2.18M Buy
14,201
+26
+0.2% +$4.06K 1.04% 32
2025
Q2 		$2.26M Buy
14,175
+114
+0.8% +$18.6K 1.12% 29
2025
Q1 		$2.4M Sell
14,061
-176
-1% -$29.5K 1.22% 24
2024
Q4 		$2.39M Sell
14,237
-100
-0.7% -$17K 1.17% 25
2024
Q3 		$2.48M Sell
14,337
-628
-4% -$107K 1.18% 26
2024
Q2 		$2.47M Sell
14,965
-319
-2% -$52.2K 1.19% 24
2024
Q1 		$2.48M Sell
15,284
-1,101
-7% -$173K 1.16% 26
2023
Q4 		$2.4M Sell
16,385
-157
-0.9% -$23.3K 1.16% 27
2023
Q3 		$2.41M Sell
16,542
-543
-3% -$82.9K 1.27% 24
2023
Q2 		$2.59M Sell
17,085
-856
-5% -$129K 1.27% 22
2023
Q1 		$2.67M Buy
17,941
+32
+0.2% +$4.57K 1.32% 15
2022
Q4 		$2.71M Buy
17,909
+8
+0% +$1.12K 1.38% 13
2022
Q3 		$2.26M Buy
17,901
+31
+0.2% +$4.4K 1.28% 19
2022
Q2 		$2.57M Buy
17,870
+190
+1% +$28.6K 1.38% 8
2022
Q1 		$2.7M Sell
17,680
-265
-1% -$41.5K 1.25% 20
2021
Q4 		$2.94M Buy
17,945
+94
+0.5% +$14K 1.28% 18
2021
Q3 		$2.5M Buy
17,851
+79
+0.4% +$11.2K 1.21% 23
2021
Q2 		$2.4M Sell
17,772
-145
-0.8% -$19.6K 1.17% 26
2021
Q1 		$2.43M Buy
17,917
+104
+0.6% +$13.6K 1.25% 20
2020
Q4 		$2.48M Buy
17,813
+299
+2% +$41.8K 1.34% 16
2020
Q3 		$2.43M Sell
17,514
-2,130
-11% -$283K 1.46% 14
2020
Q2 		$2.35M Sell
19,644
-442
-2% -$51.5K 1.43% 14
2020
Q1 		$2.21M Sell
20,086
-631
-3% -$75.7K 1.56% 10
2019
Q4 		$2.59M Buy
20,717
+17
+0.1% +$2.08K 1.37% 16
2019
Q3 		$2.58M Sell
20,700
-578
-3% -$68.3K 1.44% 10
2019
Q2 		$2.33M Sell
21,278
-500
-2% -$53.3K 1.32% 20
2019
Q1 		$2.27M Sell
21,778
-168
-0.8% -$16.4K 1.31% 18
2018
Q4 		$2.02M Sell
21,946
-925
-4% -$82.7K 1.34% 21
2018
Q3 		$1.9M Buy
22,871
+115
+0.5% +$9.4K 1.09% 42
2018
Q2 		$1.78M Buy
22,756
+1,265
+6% +$95.2K 1.09% 39
2018
Q1 		$1.7M Sell
21,491
-425
-2% -$35.4K 1.08% 41
2017
Q4 		$2.01M Buy
21,916
+566
+3% +$50.9K 1.19% 30
2017
Q3 		$1.94M Buy
21,350
+409
+2% +$37.2K 1.21% 28
2017
Q2 		$1.82M Sell
20,941
-428
-2% -$37.7K 1.17% 30
2017
Q1 		$1.92M Sell
21,369
-153
-0.7% -$13.6K 1.24% 25
2016
Q4 		$1.81M Buy
21,522
+117
+0.5% +$9.97K 1.23% 25
2016
Q3 		$1.92M Sell
21,405
-459
-2% -$39.9K 1.32% 15
2016
Q2 		$1.85M Sell
21,864
-276
-1% -$22.7K 1.27% 22
2016
Q1 		$1.82M Sell
22,140
-742
-3% -$59.8K 1.26% 23
2015
Q4 		$1.82M Sell
22,882
-131
-0.6% -$10K 1.26% 24
2015
Q3 		$1.66M Sell
23,013
-510
-2% -$38.2K 1.18% 28
2015
Q2 		$1.84M Buy
23,523
+420
+2% +$33.8K 1.21% 28
2015
Q1 		$1.89M Sell
23,103
-603
-3% -$51.8K 1.22% 27
2014
Q4 		$2.16M Sell
23,706
-380
-2% -$33.4K 1.37% 17
2014
Q3 		$2.02M Sell
24,086
-733
-3% -$60.1K 1.36% 18
2014
Q2 		$1.95M Sell
24,819
-1,106
-4% -$89.2K 1.3% 28
2014
Q1 		$2.09M Buy
25,925
+164
+0.6% +$12.9K 1.37% 26
2013
Q4 		$2.1M Sell
25,761
-65
-0.3% -$5.3K 1.39% 21
2013
Q3 		$1.95M Sell
25,826
-1,639
-6% -$130K 1.39% 22
2013
Q2 		$2.12M Buy
+27,465
New +$2.16M 1.5% 13

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.56T AUM 27.86% 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

Eads & Heald Wealth Management's PG Position: Q1 2026 in Review

Eads & Heald Wealth Management increased its Procter & Gamble (PG) stake by 3.5% in Q1 2026, buying an estimated $76K and bringing the position to 14,624 shares worth $2.11M. The position accounts for 1.05% of the portfolio, ranked #37.

Eads & Heald Wealth Management first reported a position in PG in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.94M in Q4 2021. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Eads & Heald Wealth Management held 14,624 shares of Procter & Gamble worth $2.11M as of Q1 2026.
  • Eads & Heald Wealth Management bought 501 Procter & Gamble shares in Q1 2026, an estimated $76K.
  • Procter & Gamble made up 1.05% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #37 holding.
  • Eads & Heald Wealth Management first reported a position in Procter & Gamble in Q2 2013 and has held it in 52 quarters since.
  • Eads & Heald Wealth Management's Procter & Gamble position peaked at $2.94M in Q4 2021.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.