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

Evermay 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 Q2	$1.06M	Sell	7,204 -362	-5%	-$52.7K	0.11%	88
2026 Q1	$1.09M	Sell	7,566 -148	-2%	-$22.4K	0.12%	75
2025 Q4	$1.11M	Sell	7,714 -415	-5%	-$61.2K	0.12%	79
2025 Q3	$1.25M	Sell	8,129 -2	-0%	-$312	0.14%	71
2025 Q2	$1.3M	Hold	8,131	–	–	0.16%	62
2025 Q1	$1.39M	Buy	8,131 +929	+13%	+$156K	0.18%	59
2024 Q4	$1.21M	Sell	7,202 -55	-0.8%	-$9.37K	0.18%	67
2024 Q3	$1.26M	Sell	7,257 -427	-6%	-$72.5K	0.2%	67
2024 Q2	$1.27M	Buy	7,684 +697	+10%	+$114K	0.2%	65
2024 Q1	$1.13M	Buy	6,987 +574	+9%	+$90K	0.17%	73
2023 Q4	$940K	Buy	6,413 +20	+0.3%	+$2.96K	0.17%	67
2023 Q3	$932K	Buy	6,393 +67	+1%	+$10.2K	0.19%	58
2023 Q2	$960K	Sell	6,326 -890	-12%	-$134K	0.18%	58
2023 Q1	$1.07M	Sell	7,216 -127	-2%	-$18.2K	0.22%	51
2022 Q4	$1.11M	Hold	7,343	–	–	0.23%	50
2022 Q3	$927K	Sell	7,343 -82	-1%	-$11.6K	0.18%	58
2022 Q2	$1.07M	Sell	7,425 -173	-2%	-$26K	0.21%	53
2022 Q1	$1.16M	Sell	7,598 -365	-5%	-$57.1K	0.19%	55
2021 Q4	$1.3M	Sell	7,963 -230	-3%	-$34.1K	0.23%	40
2021 Q3	$1.15M	Sell	8,193 -2,198	-21%	-$312K	0.22%	40
2021 Q2	$1.4M	Sell	10,391 -50	-0.5%	-$6.76K	0.26%	35
2021 Q1	$1.41M	Buy	10,441 +177	+2%	+$23.1K	0.28%	35
2020 Q4	$1.43M	Sell	10,264 -169	-2%	-$23.6K	0.31%	33
2020 Q3	$1.45M	Sell	10,433 -69	-0.7%	-$9.16K	0.36%	34
2020 Q2	$1.26M	Buy	10,502 +2,610	+33%	+$304K	0.33%	34
2020 Q1	$868K	Buy	7,892 +290	+4%	+$34.8K	0.26%	42
2019 Q4	$949K	Buy	7,602 +61	+0.8%	+$7.46K	0.23%	48
2019 Q3	$938K	Buy	7,541 +64	+0.9%	+$7.56K	0.26%	44
2019 Q2	$820K	Sell	7,477 -12	-0.2%	-$1.28K	0.23%	49
2019 Q1	$779K	Sell	7,489 -723	-9%	-$70.4K	0.22%	53
2018 Q4	$755K	Buy	8,212 +1,847	+29%	+$165K	0.24%	44
2018 Q3	$530K	Sell	6,365 -1,123	-15%	-$91.8K	0.17%	65
2018 Q2	$584K	Sell	7,488 -146	-2%	-$11K	0.19%	58
2018 Q1	$605K	Sell	7,634 -698	-8%	-$58.2K	0.21%	60
2017 Q4	$766K	Buy	8,332 +2,795	+50%	+$251K	0.28%	42
2017 Q3	$504K	Buy	5,537 +1,718	+45%	+$156K	0.22%	44
2017 Q2	$333K	Sell	3,819 -163	-4%	-$14.4K	0.15%	55
2017 Q1	$358K	Buy	3,982 +524	+15%	+$46.5K	0.16%	52
2016 Q4	$291K	Buy	3,458 +1	+0%	+$85	0.14%	56
2016 Q3	$310K	Sell	3,457 -100	-3%	-$8.69K	0.16%	51
2016 Q2	$301K	Sell	3,557 -20	-0.6%	-$1.64K	0.16%	51
2016 Q1	$294K	Sell	3,577 -499	-12%	-$40.2K	0.16%	52
2015 Q4	$324K	Sell	4,076 -1,512	-27%	-$116K	0.19%	47
2015 Q3	$402K	Sell	5,588 -558	-9%	-$41.8K	0.24%	38
2015 Q2	$481K	Sell	6,146 -519	-8%	-$41.8K	0.29%	34
2015 Q1	$546K	Buy	6,665 +167	+3%	+$14.4K	0.32%	33
2014 Q4	$592K	Sell	6,498 -155	-2%	-$13.6K	0.38%	31
2014 Q3	$557K	Buy	6,653 +378	+6%	+$31K	0.48%	30
2014 Q2	$493K	Buy	6,275 +1,700	+37%	+$137K	0.43%	34
2014 Q1	$369K	Buy	4,575 +1,746	+62%	+$138K	0.39%	38
2013 Q4	$230K	Buy	+2,829	New	+$230K	0.32%	44

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Evermay Wealth Management's PG Position: Q2 2026 in Review

Evermay Wealth Management reduced its Procter & Gamble (PG) stake by 4.8% in Q2 2026, selling an estimated $52.7K and leaving 7,204 shares worth $1.06M. The position accounts for 0.11% of the portfolio, ranked #88.

Evermay Wealth Management first reported a position in PG in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.45M in Q3 2020. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Evermay Wealth Management held 7,204 shares of Procter & Gamble worth $1.06M as of Q2 2026.
Evermay Wealth Management sold 362 Procter & Gamble shares in Q2 2026, an estimated $52.7K.
Procter & Gamble made up 0.11% of Evermay Wealth Management's portfolio in Q2 2026, its #88 holding.
Evermay Wealth Management first reported a position in Procter & Gamble in Q4 2013 and has held it in 51 quarters since.
Evermay Wealth Management's Procter & Gamble position peaked at $1.45M in Q3 2020.
4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.