EWM
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EPG Wealth Management’s Procter & Gamble PG Stock Holding History

EPG 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 		$1.41M Buy
9,749
+1,942
+25% +$294K 0.38% 67
2025
Q4 		$1.12M Sell
7,807
-76
-1% -$11.2K 0.3% 90
2025
Q3 		$1.21M Buy
7,883
+180
+2% +$28.1K 0.33% 86
2025
Q2 		$1.23M Buy
7,703
+22
+0.3% +$3.59K 0.37% 82
2025
Q1 		$1.31M Buy
7,681
+604
+9% +$101K 0.36% 78
2024
Q4 		$1.19M Sell
7,077
-282
-4% -$48K 0.31% 89
2024
Q3 		$1.27M Buy
+7,359
New +$1.25M 0.32% 86
2024
Q2 		– Sell
-8,214
Closed -$1.34M – 84
2024
Q1 		$1.33M Sell
8,214
-126
-2% -$19.8K 0.33% 82
2023
Q4 		$1.3M Buy
8,340
+128
+2% +$19K 0.34% 78
2023
Q3 		$1.2M Sell
8,212
-580
-7% -$88.6K 0.36% 71
2023
Q2 		$1.33M Sell
8,792
-86
-1% -$13K 0.39% 66
2023
Q1 		$1.32M Buy
8,878
+2,267
+34% +$324K 0.42% 60
2022
Q4 		$1M Sell
6,611
-274
-4% -$38.4K 0.38% 63
2022
Q3 		$869K Buy
6,885
+270
+4% +$38.4K 0.36% 67
2022
Q2 		$951K Buy
+6,615
New +$994K 0.41% 58
2022
Q1 		– Sell
-5,853
Closed -$957K – 428
2021
Q4 		$957K Buy
5,853
+248
+4% +$36.8K 0.34% 68
2021
Q3 		$784K Sell
5,605
-2,607
-32% -$370K 0.31% 71
2021
Q2 		$1.11M Buy
8,212
+345
+4% +$46.7K 0.47% 50
2021
Q1 		$1.06M Sell
7,867
-1,886
-19% -$246K 0.52% 42
2020
Q4 		$1.36M Buy
9,753
+1,109
+13% +$155K 0.81% 30
2020
Q3 		$1.2M Buy
8,644
+1,842
+27% +$245K 0.89% 27
2020
Q2 		$813K Sell
6,802
-102
-1% -$11.9K 0.58% 46
2020
Q1 		$760K Buy
6,904
+690
+11% +$82.8K 0.56% 45
2019
Q4 		$776K Buy
+6,214
New +$760K 0.57% 39

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

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

EPG Wealth Management increased its Procter & Gamble (PG) stake by 25% in Q1 2026, buying an estimated $294K and bringing the position to 9,749 shares worth $1.41M. The position accounts for 0.38% of the portfolio, ranked #67.

EPG Wealth Management first reported a position in PG in Q4 2019 and has held it in 24 quarters since. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • EPG Wealth Management held 9,749 shares of Procter & Gamble worth $1.41M as of Q1 2026.
  • EPG Wealth Management bought 1,942 Procter & Gamble shares in Q1 2026, an estimated $294K.
  • Procter & Gamble made up 0.38% of EPG Wealth Management's portfolio in Q1 2026, its #67 holding.
  • EPG Wealth Management first reported a position in Procter & Gamble in Q4 2019 and has held it in 24 quarters since.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.